Advyzon | News

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

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 – The latest in financial #AdviserTech – April 2022 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

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

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

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

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

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

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

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

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

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

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

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

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