Chicago fintech firm Advyzon, a wealth management platform for financial advisors, announced that it has added a financial planning component. This will bring together goal-based investing, ...

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 ...

Fintech Advyzon has inked a new partnership to help enhance the custody and investment account administration process for registered independent advisors. The partnership, which was announced during ...

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that financial planning will be a new offering on their ...

RIA firms have often struggled with the redundant tasks of onboarding their clients through both a client service portal and then a separate custodian system. A seamless, do-it-once capability is what ...

Advyzon, the all-in-one core advisor platform, will serve as that foundational hub. Engineered for efficiency, the system integrates and consolidates all aspects of an advisor’s practice into a single ...

CHICAGO--(BUSINESS WIRE)--Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, today announces the dates and ...

Advyzon, an all-in-one technology provider to the wealth management industry, has launched Sphere, a platform featuring curated managed portfolios, as part of its Advyzon Investment Management ...

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 ...

As advisory firms chase efficiency and scale, modernization is increasingly about using technology more intelligently, not simply adding more of it. John Mackowiak, chief revenue officer at Advyzon, ...

Advyzon furthers integration with Schwab Advisor Services; iPipeline launches AI-Powered ‘CHARLi’ foundation; and Cetera introduces Private Wealth Portfolios for high-net-worth clients; and more.

CHICAGO--(BUSINESS WIRE)--Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that it was selected by ...