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

CHICAGO, July 23, 2020 (GLOBE NEWSWIRE) -- Advyzon, a leading provider of SaaS-based practice management software for investment advisors, announces a partnership with Aptus Capital Advisors (ACA).

CHICAGO, July 26, 2021 (GLOBE NEWSWIRE) -- Advyzon today announced a series of integrations with BNY Mellon’s Pershing (“Pershing”) designed to deliver joint clients a seamless experience that allows ...

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 ...

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a robust new integration with iCapital(1) , the global ...

CHICAGO–(BUSINESS WIRE)–#CRM—Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, was named the winner of the ...

Portfolio management technology provider Advyzon has finished an update to its integrations with Pershing—the first major overhaul to them since 2015—and revealed it is building its own rebalancing ...

CHICAGO–(BUSINESS WIRE)–#CRM—Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently achieved high client ...