For more than a decade, Advyzon has been taking the longer road — the fully integrated wealthtech firm builds all of its advisor tech from scratch rather than through integrating with other tech ...

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 ...

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, ...

CHICAGO--(BUSINESS WIRE)--Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that it is bringing Andes Risk ...

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 ...

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 ...

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 ...

GAINESVILLE, Fla. and CHICAGO, May 16, 2023 /PRNewswire/ -- TradePMR, a technology and custodial services provider for registered investment advisers (RIAs), announced today an expanded technology ...

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, January 26, 2026--(BUSINESS WIRE)--Advyzon Investment Management (AIM), a seamlessly integrated unified investment solutions platform through the comprehensive wealthtech platform Advyzon, ...

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 ...

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 ...