May 26, 2023
Published by T3NewsADM at May 26, 2023
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tru Independence selects Lumiant and Advyzon for their new EAS Platform

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 […]
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May 16, 2023
Published by T3NewsADM at May 16, 2023
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Advyzon and TradePMR Launch Expanded Integration to Enhance Connectivity Between the Top-Rated RIA Platforms

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 […]
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March 14, 2023
Published by T3NewsADM at March 14, 2023
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Advyzon Investment Management (AIM) Launches Model Marketplace, ‘Nucleus’

Announced at the T3 Advisor Conference, Advyzon’s TAMP now offers both advisor-traded and Advyzon-traded options
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January 24, 2023
Published by T3NewsADM at January 24, 2023
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What fee models are advisors using? Advyzon’s 2022 Billing & Fee Study may surprise you

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 […]
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December 30, 2019
Published by Joel Bruckenstein at December 30, 2019
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Advyzon Ups Its Game: An Underappreciated, Compelling Value in a Crowded Field

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 […]
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December 18, 2019
Published by Keena Pettijohn at December 18, 2019
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Golden Nuggets from the 2019 T3 Enterprise Conference

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 […]
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January 23, 2019
Published by T3NewsADM at January 23, 2019
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Advyzon Launches Integration with Riskalyze to Streamline Portfolio Management

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 […]
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September 4, 2018
Published by T3NewsADM at September 4, 2018
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Advyzon Helps with GIPS® Compliance, Streamlines Composite Reporting Process for Advisors

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 […]
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