Advyzon | News

Barron's – Where the Market Is Headed in 2025, From 4 Money Pros 12-11-2024

Wealth Solutions Report – Advyzon Teams With iCapital To Enhance Alts Capabilities For Advisors 12-11-2024

ThinkAdvisor – 2024 Luminaries Award Winners: Hailin Li as Executive of the Year 12-11-2024

Financial Advisor – The Power Of A True Enterprise Partner 12-10-2024

Yahoo! Finance – Advyzon Announces Partnership with iCapital® to Enhance Alts Capabilities and Reporting for Financial Advisors and Family Offices 12-10-2024

Digital Wealth News – Advisor Tech Talk (Week of 12/11/24) 12-09-2024

T3 Tech Hub – Apex Fintech Solutions and Advyzon Expand Strategic Partnership With AIM 12-05-2024

Kitces.com – Advyzon Launches A Family Office Platform To Move "Upstream" To UHNW Clients 12-02-2024

Swift Cam – Scott Smith of AIM Interviewed at 2024 Schwab IMPACT Conference 11-29-2024

Swift Cam – Kartik Srinivasan of Advyzon Institutional Interviewed at 2024 Schwab IMPACT Conference 11-29-2024

Swift Cam – Dave Goes of Advyzon Enterprise Interviewed at 2024 Schwab IMPACT Conference 11-29-2024

Wealth Solutions Report – Wealthtech Roundup: AIM Integrates With Syntax Data For Direct Indexing 11-25-2024

Financial Advisor IQ – Advyzon Vies for Family Offices with UHNW Platform 11-21-2024

Financial Advisor – Advyzon To Roll Out Tool For Advisors To Ultra-Wealthy, Family Offices 11-20-2024

ThinkAdvisor – Advyzon Launches Portfolio Management Platform for UHNW Clients 11-20-2024

WealthManagement.com - Advyzon To Rollout New Platform For UHNW Clients 11-19-2024

Citywire – Advyzon unveils portfolio management, reporting product for UHNW clients 11-18-2024

InvestmentNews – Advyzon teases new ultra-high-net-worth offering 11-18-2024

Yahoo! Finance – Advyzon Announces Auria, New Product Offering for Family Offices and UHNW Clients 11-18-2024

Digital Wealth News – Advisor Tech Talk (Week of 11/20/24) 11-18-2024

WealthManagement.com - Revolutionizing Portfolio Management with Hyper-Personalization 11-13-2024

RIABiz – John Thiel uses RIA and Fidelity-Advyzon back office to get back into game 11-13-2024

Forbes – Women In Wealthtech: Female Leaders Reshaping Family Office Technology 11-11-2024

WealthManagement.com - Uptick Partners Launches Guarantee Program for Partner Firms 11-06-2024

Early Bird Podcast – Top Election Stock Picks 2024 11-04-2024

InvestmentNews – What role do commissions now play for advisors? 10-31-2024

ThinkAdvisor – How to Close Fintech's Gender Gap 10-24-2024

Yahoo! Finance – Advyzon Embraces Tampa: 2025 Advyzon Annual Conference Registration is Live 10-23-2024

Financial Advisor IQ – Advyzon Partners with Syntax Data for Direct Indexing 10-23-2024

InvestmentNews – Advyzon inks partnership to drive portfolio personalization 10-22-2024

Associated Press – Advyzon and Syntax Data Enter Custom Indexing Partnership 10-22-2024

Advisor Perspectives – Transforming Growth, Trust, and Relationships Through Technology 10-15-2024

Wealth Solutions Report – Authentic Selling: The Art Of Problem Solving 10-15-2024

Schwab Network – Brian Huckstep Interviewed: Fed Likes to Shock Market 10-09-2024

ThinkAdvisor - Before You Enter the Conference Exhibit Hall, Take These 4 Steps 10-03-2024

WealthManagement.com - On the Red Carpet with John Mackowiak at the WM Industry Awards 09-27-2024

Financial Planning – How AI is changing financial advisors' jobs 09-26-2024

ThinkAdvisor – Transforming Your Practice With AI and Automation 09-25-2024

Citybiz – AIM Wins WealthManagement.com Industry Award for Model Marketplaces 09-12-2024

Financial Planning – The cybersecurity questions advisors must ask vendors, according to tech execs 09-10-2024

Financial Advisor IQ – Women-Led FA Firms Finding Strength in Numbers 09-09-2024

ThinkAdvisor – Class of 2024 ThinkAdvisor Luminaries Finalists 09-07-2024

Financial Planning – Tech execs: Don't adopt advisor AI because of FOMO 09-06-2024

WealthManagement.com - The Word on WealthTech For September 2024 09-05-2024

WealthManagement.com - Winners of the 2024 Wealth Management Industry Awards 09-05-2024

WealthManagement.com - Winners of the 2024 Wealth Management Industry Awards (Model Marketplaces) 09-05-2024

Kitces.com – Fidelity Bundles Advyzon With eMoney And Wealthscape In Its New RIA “Tech Stack” 09-02-2024

Financial Advisor – Advyzon Partners With FINIAT To Help Advisors 09-01-2024

Financial Advisor – Envious Of Fisher's Blockbuster Deal? A Modern Tech Stack May Help 08-27-2024

InvestmentNews – Where has all the cash gone? Advyzon's Asset Allocation Study 08-16-2024

Wealth Management Magazine – Cash is Not King: Midyear Outlook from Brian Huckstep 08-15-2024

Inc. 5000 – Advyzon Ranked No. 3,285 in 2024 List of Fastest-Growing Companies 08-15-2024

Citybiz – Interview with Meghan Holmes, COO and Co-Founder of AIM 08-14-2024

TheStreet – Asset Allocation and Investment Trends to Watch in 2024 and Beyond 08-14-2024

Yahoo! Finance – Advyzon Introduces Samantha Schwimmer as Chief Marketing Officer 08-14-2024

WealthManagement.com - Advyzon Hires Chief Marketing Officer 08-14-2024

Family Wealth Report – What's New In Investments? Innovayte and Advyzon 08-13-2024

InvestmentNews – Advyzon and Innovayte unveil next-generation investment platform 08-13-2024

Financial Planning – Tech Spotlight: Advyzon on solving the tech stack problem 08-12-2024

T3 Tech Hub – Innovayte and Advyzon Partner to Create Single, State-of-the-Art Technology Solution 08-12-2024

WealthManagement.com - Innovayte, Advyzon Partner on a New Model Marketplace 08-12-2024

Citywire – Advyzon partners with Innovayte on new platform for RIAs 08-12-2024

The Business Journals – Meghan Holmes’ brave new (non-sales) world 08-08-2024

RIABiz – Fidelity Investments picks Advyzon to tackle small RIAs 08-08-2024

Wealth Solutions Report – New Fidelity Tech Solutions Reduce RIA Resources, Cost 08-07-2024

Financial Advisor – Fidelity Aids Advisory Firms With New Technology Stack, featuring Advyzon 08-07-2024

Citywire - Fidelity releases bundled tech offerings for RIAs 08-05-2024

InvestmentNews – Fidelity announces new comprehensive tech offerings via Advyzon 08-05-2024

Financial Planning – Fidelity aims to create 'easy button' for advisors with new bundles, platform offerings 08-05-2024

Yahoo! Finance – Fidelity Introduces New Technology Offerings for Wealth Management Firms 08-05-2024

WealthManagement.com - Fidelity Brings Bundled Tech Tools to Small and Mid-Sized RIAs 08-05-2024

Schwab Network – "We Think the Economy is in Terrific Shape" says Brian Huckstep Amid Signs of Market Weakness 08-02-2024

Financial Planning – All-in-one tech trend changing how financial advisors do business 07-22-2024

Yahoo! Finance – TradePMR and Advyzon Announce Enhancements to Integration 07-17-2024

RIA Channel – Advyzon’s Mackowiak on Integrating the Advisor’s Tech Stack (Video) 07-15-2024

Yahoo! Finance – AIM Partners with FINIAT to Provide Turnkey Trading and Portfolio Management 07-09-2024

Financial Advisor – Cash Allocations Fall As Advisor Confidence Grows, Advyzon Finds 07-03-2024

Financial Advisor IQ – FAs Reduce Cash Allocations, Pour More into ETFs 07-03-2024

InvestmentNews – Advisors’ shuffle away from cash reaches its fifth year 06-28-2024

Yahoo! Finance – Advyzon Releases Third Annual Asset Allocation Study and White Paper 06-27-2024

ThinkAdvisor - Protecting Against Data Portability Pitfalls 06-26-2024

WealthManagement.com - Approaching The Tech Stack From A Tax-Smart Perspective: Tepp Wealth Management 06-21-2024

Financial Planning – Quickly evolving tech is making long-term vendor commitment a thing of the past 06-17-2024

Wealth Solutions Report – Investments Roundup: AIM Adds BlackRock, Invesco and Others to Platform 06-17-2024

Kitces.com – List Of Financial Advisor Conferences for 2024-2025 06-14-2024

WealthManagement.com - Taking The Stress Out Of Divorce With Specialized Software: OFC Wealth Management 06-13-2024

Associated Press – Advyzon Announces Dates and Location of 2025 Annual Conference 06-13-2024

Digital Wealth News – Advisor Tech Talk (Week of 6/11/24) 06-11-2024

WealthManagement.com - WealthStack Roundup: AIM Names Scott Smith CRO 06-07-2024

RIABiz – Advyzon profits off Goldman exodus 06-06-2024

Family Wealth Report – Who’s Moving Where In Wealth Management? – Advyzon 06-05-2024

Wealth Management Magazine - WealthManagement.com Announces 2024 'Wealthies' Finalists 06-04-2024

WealthManagement.com - Finalists of the 2024 Wealth Management Industry Awards 06-04-2024

Financial Planning – Better to build or buy new fintech and AI tools? 06-04-2024

Citywire – Advyzon Tamp arm adds ex-Goldman custody exec as revenue czar 06-04-2024

T3 Tech Hub – AIM TAMP Hires Scott Smith as Chief Revenue Officer 06-04-2024

Yahoo! Finance – AIM Names Scott Smith as Chief Revenue Officer, Former Executive at Goldman Sachs and BNY Mellon | Pershing 06-04-2024

WealthManagement.com - Using Tech To Serve Women Breadwinners: WealthChoice 05-31-2024

Swift Cam – Rob Lane of Advyzon Interviewed at 2024 FPA NorCal Conference 05-29-2024

Wealth Solutions Report – Top AAPI Industry Leaders Of 2024: Kartik Srinivasan as President Of The Year 05-28-2024

Digital Wealth News – Advisor Tech Talk (Week of 5/27/24) 05-28-2024

InvestmentNews – goRIA’s list of turnkey asset management providers 05-22-2024

Associated Press – Advyzon Investment Management Adds New Asset Managers, Including BlackRock and DFA 05-21-2024

Swift Cam – John Mackowiak of Advyzon Interviewed at 2024 Wealth Management EDGE Conference 05-15-2024

Financial Planning – The peril and potential of embracing AI in wealth 05-14-2024

American Banker – Best Places to Work in Fintech 2024 05-06-2024

Investopedia – Advisors: How To Pick a Platform To Help You Grow 05-02-2024

WealthManagement.com – Maximizing the Use of an All-In-One Platform: Prospero Wealth 04-26-2024

WealthManagement.com – Deal Roundup: Equita Adds 7th Woman-Owned RIA 04-17-2024

Financial Advisor IQ – Q&A with AIM's Brian Huckstep: How Low Should Minimums Go for Direct-Indexing Accounts? 04-10-2024

Wealth Solutions Report – LaSalle St. Adds Advyzon To Augment Tech Offerings For Its Advisors 04-02-2024

Kitces.com – The Latest In Financial #AdvisorTech (April 2024) 04-01-2024

WealthManagement.com – What’s Next in Wealthtech? Insights From Joel Bruckenstein 03-27-2024

WealthManagement.com – What’s on the Advyzon Roadmap? 03-27-2024

WealthManagement.com – The T3 Study Unveiled: Disruptive Trends and High Marks for Advyzon 03-27-2024

WealthManagement.com – The Evolving Role of AI in Wealth Management: From Chatbots to Deep Analytics 03-27-2024

WealthManagement.com – Maximizing Efficiency: Why Advisors Choose Advyzon 03-27-2024

Yahoo! Finance – LaSalle St. Further Enhances Advisor Tech Offering with Advyzon 03-27-2024

WealthManagement.com – How to Increase Tech Adoption 03-27-2024

WealthManagement.com – How to Create a Shockingly Good User Experience 03-27-2024

WealthManagement.com – Dave Goes Spearheads Enterprise Sales at Advyzon 03-27-2024

Wealth Solutions Report – Top Women Industry Leaders Of 2024: Meghan Holmes as Wealthtech Executive Of The Year 03-26-2024

WealthManagement.com – What the Apex and Advyzon Integration Means for Advisors 03-20-2024

WealthManagement.com – The Strategic Advantage of Outsourcing Investment Management 03-20-2024

WealthManagement.com – Kartik Srinivasan Joins Advyzon as President of Advyzon Institutional 03-20-2024

WealthManagement.com – Insights From Advyzon’s Inaugural Conference With John Mackowiak 03-20-2024

WealthManagement.com – How to Elevate Client Conversations With Data 03-20-2024

Financial Advisor IQ – Advisor Tech Platform Advyzon Adds Morningstar Vets 03-11-2024

Wealth Solutions Report – Wealthtech Roundup: Advyzon Integrates With Apex, AIM Partners With Nebo Wealth 03-06-2024

RIABiz – Kartik Srinivasan joins Advyzon to supercharge software offerings 03-06-2024

InvestmentNews – Advyzon eyes next leg of growth with executive hires 03-06-2024

ThinkAdvisor – Advyzon Taps Schwab Veteran to Lead Institutional Unit 03-06-2024

WealthTech Today – The Breakaway Blueprint, with Advyzon 03-05-2024

Citywire – Advyzon adds former Schwab exec Kartik Srinivasan 03-05-2024

Yahoo! Finance – Advyzon Embarks on Next Chapter of Growth with Addition of Kartik Srinivasan and Dave Goes to Executive Team 03-05-2024

WealthManagement.com – Elevating the Advisor Experience 03-04-2024

RIABiz – Orion surprises RIAs with 8.9% price jump - a possible boon for competitors 03-01-2024

Best Stocks – Financial Advisor Tech: Exploring the Latest Integration Trends Shaping Advisor-Custodial Technology 02-29-2024

ThinkAdvisor – First Advyzon Conference Highlights Tech Updates and More 02-28-2024

SwiftChats Podcast – Hot & Happening at T3 2024: Conference Compilation Episode 02-27-2024

Stocks Today – Automating Financial Advisory Services: The Rise of End-to-End Solutions for RIAs 02-26-2024

WealthManagement.com – WealthStack Roundup: Apex and Advyzon Launch New Integrations 02-23-2024

Citywire - Advyzon deepens integration into Apex’s custody and clearing ecosystem 02-22-2024

InvestmentNews – Advyzon strikes up another tech collaboration 02-22-2024

T3 Tech Hub – Advyzon and Apex Advisor Solutions Push the Boundaries of Advisor and Custodial Technology 02-22-2024

Financial Advisor – Advyzon and Apex Team Up To Merge Client Service And Custody Platforms 02-22-2024

Associated Press – Advyzon Announces New Custody and Retail Investment Infrastructure Integration with Apex Advisor Solutions 02-22-2024

WealthManagement.com – WealthStack Roundup: Advyzon Partners With Nebo Wealth 02-16-2024

InvestmentNews – Advyzon takes personalized portfolios further in new TAMP partnership 02-15-2024

Yahoo! Finance – Advyzon Investment Management Partners with Nebo Wealth to Create Turnkey, End-to-End Solution 02-15-2024

InvestmentNews – New RIA co-op platform targets diversity gap 02-12-2024

T3 Tech Hub – Advyzon Shines as Best All-In-One Software Solution for 7th Consecutive Year 02-01-2024

Best Stocks – Financial Advisor Billing: The Rise of Performance-Based Fees and Other Industry Trends 01-29-2024

Citywire - Performance-based fees showing uptick: Advyzon study 01-22-2024

T3 Tech Hub – Advyzon Releases Special Report Analyzing Advisor Billing Trends and Fee Models 01-22-2024

Digital Wealth News – Advisor Tech Talk (Week of 1/22/24) 01-22-2024

InvestmentNews – Performance-based fees gaining ground among advisors, study says 01-19-2024

Financial Planning – Advyzon's CRO on connecting with clients over tech stacks 01-19-2024

Associated Press – Advyzon Releases 3rd Annual Special Report on Financial Advisor Billing & Fees 01-18-2024

Citybiz - Impact Communications Tapped to Speak at Advyzon’s Inaugural Conference for Financial Advisors 01-04-2024

Wealth Solutions Report – Advyzon’s Insights On Trends In Advisor Tech 12-27-2023

Financial Planning – 10 stories about DEI in wealth management in 2023 12-27-2023

Financial Advisor IQ – Unified Client View Remains Wealthtech’s Holy Grail 12-14-2023

Wealth Management Magazine - Keeping The Tech Simple 11-17-2023

Wealth Solutions Report – Wealthtech Roundup: Advyzon And RightCapital Enhance Integration For Data Flow, Scenario Analysis 11-06-2023

Swift Cam – Lee Andreatta of AIM Interviewed at 2023 Schwab IMPACT Conference 11-02-2023

Wealth Management Magazine - Q&A: Hailin Li, CEO and Founder of Advyzon 10-24-2023

Financial Planning – Advyzon's Hailin Li is a DIY CEO who never stops asking 'why?' 10-22-2023

Yahoo! Finance – Advyzon and RightCapital Announce Updates to Data-Sharing Integration 10-18-2023

The Fintech Times – Women in Fintech: The Importance of Mentorship 10-15-2023

Kitces.com – List Of Financial Advisor Conferences for 2023-2024 10-10-2023

Yahoo! Finance – Advyzon Announces Inaugural Conference for Financial Advisors and Industry Professionals 10-05-2023

WealthTech Today – TruView: An Advisor Experience Platform 09-14-2023

Swift Cam – John Mackowiak of Advyzon Interviewed at 2023 Future Proof Festival 09-14-2023

ThinkAdvisor – Coverage of ThinkAdvisor's 2023 Luminaries Finalists: Financial & Investment Innovation 09-12-2023

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

Financial Advisor – Advisors Moved Away From Equities, Embraced Alts In 2022, Study Says 07-21-2023

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

Digital Wealth News – Advisor Tech Talk (Week of 5/30/23) 05-30-2023

Financial Planning – Tru Independence rolls out new 'experience as a service' platform to support advisors 05-25-2023

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

Adviser Software – Insights from the 2023 T3 Technology Conference 04-01-2023

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

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

T3 Tech Hub – 2023 T3/Inside Information Software Survey 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

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

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

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

Advisorpedia – 5 Steps to Ensure Your Tech Stack Effectively Serves Today’s Clients 10-06-2022

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

RIABiz – Advyzon Model Portfolio Marketplace Gets a Lift 03-24-2022

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

WealthManagement.com – Advyzon Adds Integration for Managing Held-Away Assets 10-08-2021

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

Yahoo! Finance – Advyzon Gives Investment Advisors the Gift of Time 12-08-2020

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

Yahoo! Finance – Advyzon and Aptus Partner to Help Investment Advisors Guide their Clients Through Challenging Economic Times 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

Business Insider – Advyzon & RightCapital announce strategic partnership and deepen integration to enhance client experience 10-24-2019

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 Advisor – 2019 Predictions for Trends in Wealthtech From the Experts 12-27-2018

Financial Planning – 2018 Tech Survey 12-06-2018

Financial Advisor – 3 Questions with John Mackowiak of Advyzon 08-02-2018

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