Blog Archives

Nitrogen and Advyzon Partner for Integrated Portfolio Analytics, Portfolio Management & CRM

6/24/2025

Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, and Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced an expanded integration and sales partnership that delivers the most comprehensive, bi-directional integration between a risk analytics solution and a portfolio management system, redefining advisor efficiency and client service.

Advyzon and Nitrogen users now benefit from workflow enhancements that eliminate manual processes and reduce friction. The collaboration includes four key features that enable a seamless, scalable experience.

Syntax Data and Prometheum ATS Partner to Deliver Indexing Services into Blockchain Securities Infrastructure

6/10/2025

Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced a strategic partnership with Prometheum ATS, a FINRA member and SEC-registered broker-dealer and trading platform for blockchain-based securities. Prometheum ATS is a subsidiary of Prometheum Inc. (“Prometheum”), a market infrastructure provider for blockchain-based securities.

Syntax and Prometheum ATS will bridge traditional indexing with blockchain-enabled market infrastructure, supporting the next phase of growth for blockchain-based securities and investment products. The collaboration will start by extending Syntax Direct’s direct indexing capabilities to RIAs and other institutions trading through Prometheum ATS. The firms will also explore the creation of bespoke indices enabling the development of on-chain investment products from RIAs, asset managers, banks, and product issuers.

EncorEstate Plans Named Double Finalist for 2025 WealthManagement.com Industry Awards

6/10/2025

EncorEstate Plans (Encore), the most comprehensive and customizable estate planning and trust funding solution for advisors, has been named a finalist in two categories for the 2025 WealthManagement.com Industry Awards (“The Wealthies”). The four-year-old company is recognized for its innovative solutions in estate planning implementation for their Standalone Deed Filing Service and Streamlining Trust Digitization and Restatement.

This marks the second consecutive year Encore has received multiple finalist honors, underscoring the company's commitment to empowering advisors with tools that simplify and elevate the estate planning experience. Encore serves more than 5,500 advisors nationwide and maintains the highest advisor satisfaction rating in the industry according to the most recent Kitces Advisor Productivity Survey and the T3/Inside Information Advisor Tech Survey.

Advyzon Appoints Clark Richards, Seasoned Industry Executive, as Vice President of Client Success

6/3/2025

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently introduced Clark Richards to the team as Vice President of Client Success.

In this strategic leadership role, Richards will oversee Advyzon’s client-facing teams, including customer support, onboarding/implementation, and relationship management. These teams exhibit a consistent commitment to excellence in customer service, and Advyzon is excited about the client service capabilities under his leadership.

Syntax Data and Donoghue Forlines Introduce Tactical Momentum and Dividend Indexes Seeking Downside Risk Mitigation

6/3/2025

Syntax Data, a financial data and technology provider offering data-optimized index solutions, and Donoghue Forlines, a Boston-based tactical investment firm that specializes in active risk-managed portfolios, announced a strategic partnership to offer index strategies aimed at mitigating downside risk. The strategic partnership recently launched two indexes, the Donoghue Forlines Risk-Managed Momentum Index and the Donoghue Forlines Risk-Managed Dividend Index.

Both indexes, available now, are tracked by two separately managed accounts (SMAs) that are approved and available to advisors on the LPL Model Wealth Platform (MWP), Envestnet, Fidelity Managed Account Exchange (FMAX), Orion Portfolio Solutions, Adhesion Wealth, Amplify, Brookstone, Goldman Sachs Folio Institutional, Pershing Manager Gateway, and SMArtX Advisory Solutions TAMP platforms. Further, both strategies are offered as mutual fund and variable insurance trusts.

Nitrogen and Advyzon Partner for Integrated Portfolio Analytics, Portfolio Management & CRM

Syntax Data and Prometheum ATS Partner to Deliver Indexing Services into Blockchain Securities Infrastructure

EncorEstate Plans Named Double Finalist for 2025 WealthManagement.com Industry Awards

Advyzon Appoints Clark Richards, Seasoned Industry Executive, as Vice President of Client Success

Syntax Data and Donoghue Forlines Introduce Tactical Momentum and Dividend Indexes Seeking Downside Risk Mitigation

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