Advyzon recently achieved high client satisfaction ratings in multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in […]
Could performance-based billing boost a financial advisor’s business? This is one of the questions that Advyzon, a comprehensive service and technology platform and portfolio management solution […]
Advyzon announced updated integration capabilities with RightCapital. Advyzon’s integration with RightCapital sends data directly from Advyzon through API access and offers multiple capabilities, including connecting important […]
Advyzon announced details on the inaugural Advyzon Conference, which will take place February 20-22, 2024 at the Sheraton Phoenix Downtown Hotel. Advyzon’s conference mission is to […]
tru Independence, a $9 billion national independent advisory community, announced the launch of truView, which will power a new Experience As a Service (EAS) platform. tru […]
TradePMR, a technology and custodial services provider for registered investment advisers (RIAs), announced an expanded technology integration with Advyzon, an all-in-one, cloud-based financial advisor technology platform. The integration is […]
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 […]