September 12, 2024

Advyzon Investment Management (AIM) Wins WealthManagement.com Industry Award for Model Marketplaces

Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, was named the winner of the ‘Model Marketplaces’ […]
August 14, 2024

Advyzon Introduces Samantha Schwimmer as Chief Marketing Officer

Advyzon announced that Samantha Schwimmer has joined the team as Chief Marketing Officer. With nearly 15 years of experience in the financial services industry, Schwimmer brings […]
July 17, 2024

TradePMR and Advyzon Announce Enhancements to Integration

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 […]
July 9, 2024

Advyzon TAMP’s New Partnership With FINIAT Provides Turnkey Trading and Portfolio Management

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 […]
June 27, 2024

Advyzon Releases Third Annual Asset Allocation Study and White Paper

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 […]
June 13, 2024

Advyzon Announces Dates and Location of 2025 Annual Conference

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 […]
June 4, 2024

Advyzon Investment Management (AIM) TAMP Hires Scott Smith as Chief Revenue Officer

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 […]
May 21, 2024

Advyzon Investment Management (AIM) Adds New Asset Managers, Including BlackRock and DFA

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 […]