Furthering its commitment to serving wealth management firms of all sizes, Fidelity Investments today announced two new technology offerings developed specifically for smaller and mid-sized registered […]
Continuing its ongoing platform innovation in support of independent advisors, TradePMR today announced several enhancements to its integration with Advyzon, the comprehensive wealth management technology and investment management platform […]
Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently announced a partnership with FINIAT, a leading […]
Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, has just released “What’s Going On With Assets in […]
Advyzon announced the dates and location of the second annual Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in […]
Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, announced today the hiring of Scott Smith as […]
Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently added multiple new asset managers and strategists […]
Advyzon announced two new additions to the executive team, Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales. These hires […]
Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference […]
Award-winning fintech platform Advyzon announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions. The collaboration was announced during the inaugural Advyzon Conference, […]