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 […]
March 5, 2024

Advyzon Adds to Executive Team to Embark on Next Chapter of Growth

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 […]
February 27, 2024

T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 – Part I

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 […]
February 22, 2024

Advyzon and Apex Advisor Solutions Push the Boundaries of Advisor and Custodial Technology

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, […]