CHICAGO--(BUSINESS WIRE)--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 ...

We’re unique in that I come to this from a 23-year background in technology. I’ve only been a full-time advisor for fewer than three years. That allows me to work closer with tech professionals who ...

CHICAGO--(BUSINESS WIRE)--Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently announced a ...

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, earned industry-leading client satisfaction ratings across multiple ...

Partnership with a publicly traded global financial services network signals to the market that Advyzon can support any level of firm in any segment. StoneX’s Correspondent Clearing division, which ...

Advyzon is launching a new product purpose-built to address the needs and demands of ultra-high-net-worth clients and family offices On Monday, the fintech giant announced Auria, a new product under ...

StoneX Financial, a firm that offers clearing and custody to broker-dealers and financial advisors, has partnered with tech platform Advyzon to give advisors access the latter firm’s all-in-one ...

As 2024 begins and temperatures on Wall Street plummet, allow Financial Planning to transport you back to warmer days and one of the hottest wealth management events of 2023. Our walk down memory lane ...

Advyzon, a technology provider for RIAs and investment managers, is set to introduce a financial planning component to its platform in 2026, expanding its all-in-one wealthtech offering. The company ...

Advyzon, an all-in-one technology provider to the wealth management industry, this week announced it would launch Auria, a new platform intended for use by single-family offices, multi-family offices ...

NEW YORK--(BUSINESS WIRE)-- Today, Citi Wealth announced a strategic agreement to partner with Advyzon Enterprise Solutions and Advyzon Investment Management (Advyzon) to deliver a Global Unified ...

Thiel launches Indivisible Partners, joining ex-Merrill chiefs in the RIA space. Indivisible leverages Fidelity and Advyzon for custody, models, and billing. RIA gains seed capital and talent from ...