Advyzon | News

Kitces.com – The Technology That Independent Financial Advisors Actually Use (And Like) 08-17-2023

Wealth Management Magazine - Important Questions to Ask a Potential Tech Provider 08-16-2023

Yahoo! Finance – Advyzon Investment Management (AIM) Adds Fidelity, Alpha Vee Solutions, KKM Financial, and Zacks 08-16-2023

Inc. 5000 – Advyzon Ranked No. 3,735 in 2023 List of Fastest-Growing Companies 08-15-2023

Financial Planning – 6 questions to ask a tech provider before you sign a contract 08-07-2023

RIA Intel – The Advisor-Driven Shifts in Asset Allocation You Should Know About 07-17-2023

Financial Planning – ETFs dethrone mutual funds among financial advisors 07-14-2023

InvestmentNews – Advisors pulled out of equities, increased exposure to alts in 2022 07-14-2023

Yahoo! Finance - Advyzon Releases Asset Allocation White Paper Showing ETFs Are Now More Popular Than Mutual Funds 07-13-2023

NAPFA Advisor Magazine – Technologies That Help Advisors with Client Retention 07-12-2023

Yahoo! Finance - Advyzon Named Finalist in Industry-Leading Awards Programs 06-30-2023

ThinkAdvisor – Luminaries Class of 2023 Finalists: Financial & Investment Innovation 06-26-2023

InvestmentNews – How to get started with automation 06-14-2023

Wealth Management Magazine - WealthManagement.com Announces 2023 'Wealthies' Finalists 06-01-2023

Yahoo! Finance – tru Independence Launches truView™, Powered by Advyzon 05-24-2023

Wealth Management Magazine - tru Independence Debuts truView Platform, Using Advyzon as Foundation 05-24-2023

Money Life with Chuck Jaffe (Podcast) – The Macro Picture and the ETFs Best Suited for the Current Outlook – Huckstep as guest (@min 39) 05-19-2023

Advisor Perspectives – Less Talk, More Action to Support Female Advisors 05-17-2023

T3 Tech Hub – Advyzon & TradePMR Launch Expanded Integration to Enhance Connectivity Between Top-Rated RIA Platforms 05-16-2023

SwiftChats Podcast – Hot & Happening at T3 2023: Conference Compilation Episode 04-28-2023

Advisor Perspectives Podcast – Model Marketplaces and the Future for TAMP Technology 04-11-2023

Kitces.com – Observations From This Year's T3 Software Survey 04-07-2023

Swift Cam – John Mackowiak of Advyzon Interviewed at 2023 T3 Conference 04-04-2023

Yahoo! Finance – Advyzon Named Best All-In-One Software Solution in 2023 Advisor Software Survey 03-30-2023

Advisor Perspectives – Some Observations from This Year's Survey of the Fintech Landscape 03-28-2023

Digital Wealth News – Advisor Tech Talk (Week of 3/22/23) 03-22-2023

Nasdaq – Advyzon Launches Model Marketplace, 'Nucleus' 03-20-2023

Wealth Solutions Report – Video Interviews With Industry Leaders At T3 03-17-2023

Financial Planning – News from the T3 2023 Conference 03-17-2023

Yahoo! Finance – Comply Partners With Advyzon To Streamline Compliance Workflow Efficiencies for Wealth Managers 03-15-2023

InvestmentNews – Updates from the T3 2023 Conference 03-14-2023

Wealth Management Magazine - Advyzon One of the Highest Rated Firms in the 2023 T3/Inside Information Software Survey 03-14-2023

Yahoo! Finance – Advyzon Investment Management Launches Model Marketplace, 'Nucleus' 03-14-2023

Yahoo! Finance – Advyzon Investment Management Launches Model Marketplace, 'Nucleus' 03-14-2023

T3 Tech Hub – AIM Launches Nucleus Model Marketplace at T3 Conference 03-14-2023

Wealth Solutions Report – T3 Conference Preview: Largest Issues Facing Wealthtech Today 03-09-2023

Financial Planning – Advisors are ready to make it rain on wealthtech 02-28-2023

Financial Planning – Advisors are ready to make it rain on wealthtech 02-28-2023

PlanAdviser - 401(k) Plan Fees Continue Decline 02-27-2023

Inside Information by Bob Veres - Fees in (Slow) Transition 01-29-2023

T3 Tech Hub – What fee models are advisors using? Advyzon’s 2022 Billing & Fee Study may surprise you 01-24-2023

The InvestmentNews Podcast - It’s 2023, and we’re talking about fees 01-03-2023

Financial Planning – Advyzon releases 2022 billing and fee study 12-30-2022

ThinkAdvisor – RIAs Open to New Billing Methods, Study Shows 12-29-2022

InvestmentNews – Stock pullback has more advisers diversifying away from asset-based fees 12-20-2022

Yahoo! Finance – Advyzon Releases 2022 Billing & Fee Study and White Paper Titled, "What Fee Models Are Advisors Using?" 12-20-2022

Advisor Perspectives – The Alternative Tech Stack 12-07-2022

MarketWatch – Advyzon Investment Management (AIM) Continues Growth and Adds Two Key Team Members to Staff 12-07-2022

Wealth Solutions Report – Wealthtech Firm Of The Year - WSR's Wealth Exemplar Awards 12-06-2022

Swift Cam – John Mackowiak of Advyzon Interviewed at Schwab IMPACT 2022 Conference 11-02-2022

Yahoo! Finance – Advyzon Named Finalist for 'Digital Innovation' in 2022 Money Management Institute / Barron's Industry Awards 10-19-2022

Yahoo! Finance – Advyzon Releases Asset Allocation Study and White Paper Titled, “What’s Going on With Assets?” 10-04-2022

The Fintech Times – The Most Difficult Fintech Market To Expand Into 09-30-2022

Money Management Institute / Barron's – Finalist for the 2022 Industry Awards in the Digital Innovation Category 09-19-2022

ThinkAdvisor – How Advisors Can Use UX to Delight Clients 09-15-2022

The Fintech Times – Is It Better To Compete or Collaborate 09-07-2022

In the Suite Podcast – Live from 2022 T3 Advisor Conference: Conversations with FinTech Visionaries 09-06-2022

InvestmentNews – How to make the most out of video calls 09-02-2022

FAR Sight Advisor Series Podcast - Imposter Syndrome and How to Handle Misplaced Perceptions Related to Age, Gender and Roles 08-29-2022

Financial Planning – Dodging ghosts, wooing zombies: A 'dating' guide to converting prospects 08-24-2022

Wealth Management Magazine - The High Tech/High Touch Advisory Firm 08-16-2022

Inc. 5000 – Advyzon Ranked No. 3,397 in 2022 Inc. 5000 08-16-2022

AICPA – Processing Power Tool 08-01-2022

Inside Information by Bob Veres - The Everything Program 08-01-2022

Advisorpedia – What's the Secret to Perfect Advisor Tech Stack? (Video) 07-29-2022

TacoTech Podcast – Coming LIVE from T3 2022: John Mackowiak of Advyzon 06-30-2022

ThinkAdvisor – Luminaries Class of 2022 Finalists: Hailin Li 06-24-2022

Advisorpedia – Solving the Complex Integration Puzzle (Video) 06-20-2022

Yahoo! Finance – Advyzon Named Finalist in Three Categories in 2022 Wealth Management Industry Awards 06-14-2022

SwiftChats Podcast – Compilation Episode from the 2022 T3 Technology Tools for Today Conference 06-08-2022

Wealth Management Magazine – WealthManagement.com Announces 2022 'Wealthies' Finalists 06-01-2022

T3 Tech Hub – T3 Conference Observations from Bob Veres 06-01-2022

RIABiz – An unprecedented wave of 'disruptive' competitors are challenging 'The Big Four' RIA performance reporting firms 06-01-2022

Wealth Solutions Report - WSR Pathfinder Awards – AAPI Top Industry Leaders 05-25-2022

Wealth Solutions Report – Advyzon’s Hailin Li on the Financial Advisor Experience 05-25-2022

InvestmentNews – Advyzon Expands to All-In-One with Quantum Rebalancer 05-16-2022

Yahoo! Finance – Advyzon Achieves High Ratings and Significant Increase in Market Share in 2022 T3 / Inside Information Software Survey 05-13-2022

Advisor Perspectives – This Year’s Top-Ranked Software Products 05-02-2022

InvestmentNews – Advyzon Launches Its Own TAMP Offering for Advisers 04-15-2022

Yahoo! Finance – Advyzon Launches Quantum® Rebalancer 04-12-2022

Swift Chats Podcast – John Mackowiak and Dirk Pearson on Advyzon's Quantum Rebalancing Tool 04-11-2022

Family Wealth Report – Advyzon Named a Finalist in Four Categories in the 2022 Family Wealth Report Awards 04-04-2022

Fintechly – Developing Purpose-Driven Fintechs to Create a Better World 04-01-2022

Wealth Solutions Report – Top Woman Rising Star: Advyzon’s Kelly Fitzpatrick Guides Women on Careers in Fintech 03-23-2022

TheStreet – Advyzon Launches Turnkey Asset Management Program, Advyzon Investment Management (AIM) 03-22-2022

Financial Planning – Client Testimonials: An Advisor’s Guide to New SEC Rules 03-06-2022

Wealth Management Magazine – WealthStack Roundup: Advyzon integrates with SSG 02-18-2022

InvestmentNews – The latest in financial #AdviserTech – February 2022 02-17-2022

WealthTech Today – Garbage In, Garbage Out – Getting Your Client Data in Good Order with John Mackowiak 02-15-2022

Yahoo! Finance – Advyzon and Shareholders Service Group Announce New Data-Sharing Integration 02-15-2022

bizwomen - In Her Own Words: Ryann Ramos’ new city, new job, same old pandemic 02-07-2022

ThinkAdvisor – 4 Tips for Working With Clients When Markets Are Volatile 01-27-2022

Kitces.com – The Technology That Independent Financial Advisors Actually Use (And Like) 01-15-2022

Wealth Management Magazine – Are You Charging Enough? 12-29-2021

Financial Planning – The Great Rebalancing Debate 12-26-2021

InvestmentNews – FeeX Adds Integration with Advyzon 12-20-2021

Advisor Perspectives – The Best Way to Rebalance Portfolios 12-13-2021

ThinkAdvisor – 5 Tips for Designing a Top Client Portal 12-02-2021

Financial Planning – Top 6 Client Report Blunders to Avoid 11-11-2021

Financial Planning – RIA fees: from prix fixe to à la carte 11-09-2021

Advisor Perspectives – How to Create a Client Survey 11-09-2021

Financial Planning – 4 tips independent companies can use to build their tech stacks 10-06-2021

InvestmentNews – More advisory firms using flat fees, Advyzon survey finds 09-14-2021

Wealth Management Magazine – Riskalyze Fintech Report Card: Advyzon Updates Integrations and Adds Features 08-25-2021

Wealth Management Magazine – Advyzon Updates Pershing Integrations, Reveals Rebalancing Tech 07-26-2021

InvestmentNews – The latest in financial #AdviserTech – June 2021 06-24-2021

Wealth Management Magazine – WealthManagement.com Announces Finalists for the 2021 Industry Awards 06-01-2021

Financial Advisor – Advisor Creates An Onramp To Access Bitcoin, Other Cryptos 05-27-2021

ThinkAdvisor – Fidelity Adds Capabilities to Integration Xchange: Tech Roundup 05-13-2021

ClearView – The Eighth Annual Family Wealth Report Awards 2021 05-06-2021

ThinkAdvisor – Tech Roundup: Fidelity Adds More Services for Advyzon Users 04-01-2021

Financial Planning – 2021 Best Fintechs to Work For 03-31-2021

InvestmentNews – Advyzon creates ‘simplified’ prospect portal 01-27-2021

Wealth Management Magazine - Advyzon Adds Prospect Portal, Other Features to Its Platform 12-09-2020

Citywire - Advyzon adds prospect portal, mobile app to its RIA platform 12-08-2020

Financial Planning – ‘End of an era’ — and TD Ameritrade 10-06-2020

Financial Planning – How advisors going indie can assemble their digital toolbox 09-28-2020

Citywire – Veo One Product Manager Leaves TD for Advyzon 08-31-2020

Financial Planning – Why Pershing lowered its RIA asset threshold to $100M 08-28-2020

Citywire – Tech Platform Advyzon Partners with Aptus Capital for Investment Management 07-23-2020

Investor’s Business Daily – Integrating Fintech: Keep Clients Paying Attention to the Man In Front of the Curtain 05-26-2020

Financial Planning – How advisor fintechs are adapting to the coronavirus crisis 04-09-2020

InvestmentNews – The latest in financial #AdviserTech – March 2020 03-30-2020

Advisor Perspectives – The Key Takeaways from the T3/Inside Information Technology Survey 03-02-2020

Financial Planning – Tickets to Lollapalooza? Perks from the Best Wealth Management Fintechs 02-07-2020

Financial Planning – 2020 Best Fintechs to Work For 02-04-2020

GlobeNewswire - Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities 01-28-2020

T3 Tech Hub- Advyzon Ups Its Game: An Underappreciated, Compelling Value in a Crowded Field 12-30-2019

Cision - Advyzon Achieves Major Company Milestone: 500 Clients in Five Years 05-14-2019

Cision – Advyzon Among Best Fintechs to Work For According to SourceMedia 02-26-2019

Investor’s Business Daily – Small Business Software: Which Is Best For Financial Advisors? 02-25-2019

Financial Planning – Working with RIAs can be tricky. Fintech can help 01-25-2019

T3 Tech Hub - Advyzon Launches Integration with Riskalyze to Streamline Portfolio Management 01-23-2019

Financial Planning – 2018 Tech Survey 12-06-2018

Cision - Advyzon Drives Record Growth for Clear Creek Financial Management 06-28-2018

ThinkAdvisor - Think You Can Take Client Data With You? Think Again 05-31-2018

T3 Tech Hub - Advyzon: One of the Industry’s Best Kept Secrets 12-15-2017

Financial Advisor - The Evolution Of The Advisor Platform 07-05-2017

T3 Tech Hub - Advyzon Solves the Whole Puzzle 04-21-2016

Financial Planning – 4 New Advisor Tech Trends 03-13-2014