December 30, 2019

Advyzon Ups Its Game: An Underappreciated, Compelling Value in a Crowded Field

When it comes to portfolio management and accounting software, there is no lack of competition. Albridge has historically done well among hybrid RIAs, although Morningstar, which […]
December 18, 2019

Golden Nuggets from the 2019 T3 Enterprise Conference

Editor’s notes: Keena Pettijohn, founder and CEO of Lifelogixs Strategic Consultancy Group, was kind enough to write up the following summaries based on her experience attending […]
January 23, 2019

Advyzon Launches Integration with Riskalyze to Streamline Portfolio Management

Advyzon, an all-in-one, cloud-based financial advisor technology platform, announced an integration with Riskalyze, a risk assessment tool and creator of the Risk Number®. This integration allows […]
September 4, 2018

Advyzon Helps with GIPS® Compliance, Streamlines Composite Reporting Process for Advisors

Advyzon, an industry-leading, cloud-based financial advisor technology platform, announced the addition of enhanced composite reporting capabilities. These new features will enable advisors to easily demonstrate the […]
December 15, 2017

Advyzon: One of the Industry’s Best Kept Secrets

It is rare in this industry to come across a well built, intuitive platform for advisors that is value priced, yet relatively unknown; that’s exactly what […]
April 21, 2016

Advyzon Solves the Whole Puzzle

It’s been a while since the last time somebody tried to create an all-in-one software system for financial planners, and the promising beginning at IFS back […]