Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently released “What Fee Models Are Advisors Using?“, a white […]
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 […]
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 […]
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 […]
Advyzon, an all-in-one, cloud-based financial advisor technology platform announced it will expand its integration with TD Ameritrade Institutional’s next-generation advisor platform, Veo One. Advyzon will provide advisors who […]
Going beyond replacing new account paperwork and wet signatures with digital forms, TD Ameritrade Institutional has developed technology that helps independent registered investment advisors fill out […]
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 […]
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 […]
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 […]