Category: Advyzon

Advyzon Investment Management (AIM) Wins WealthManagement.com Industry Award for Model Marketplaces

9/12/2024

Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, was named the winner of the ‘Model Marketplaces’ award in the TAMPs category of the 2024 WealthManagement.com Industry Awards – an annual competition and industry-leading awards program often referred to as ‘The Wealthies’.

The firm was recognized at the tenth annual Industry Awards ceremony and gala, held on September 5th, 2024, at the Ziegfeld Ballroom in New York City.

Advyzon Introduces Samantha Schwimmer as Chief Marketing Officer

8/14/2024

Advyzon announced that Samantha Schwimmer has joined the team as Chief Marketing Officer. With nearly 15 years of experience in the financial services industry, Schwimmer brings her marketing expertise to the award-winning all-in-one wealthtech platform.

Schwimmer has been tasked with helping Advyzon enhance its market presence, better demonstrate its value, and move into new market segments – namely on the enterprise, institutional, and investment management sides of the business – in addition to providing continued support to Advyzon’s exceptional core technology solutions.

Innovayte and Advyzon Partner to Create Single, State-of-the-Art Technology Solution

8/12/2024

Innovayte and Advyzon announced the launch of their groundbreaking, state-of-the-art platform and model marketplace. For Innovayte, Advyzon has created its first and only custodial back-end platform.

The technology offers advisors a unique solution combining a separately managed account (SMA) and model marketplace with access to third-party asset managers – offered by Advyzon Investment Management (AIM), the turnkey asset management program under the Advyzon umbrella – all built from a unified managed account (UMA) framework.

Advyzon Investment Management (AIM) Partners with FINIAT to Provide Turnkey Trading and Portfolio Management

7/9/2024

Advyzon Investment Management (AIM) announced a partnership with FINIAT that enables financial advisors to provide turnkey trading for their client’s portfolios. The partnership takes FINIAT’s powerful solutions to the next level by integrating them with Advyzon’s trading and portfolio management capabilities.

With Advyzon’s innovative technology, FINIAT’s solutions will be automated, allowing advisors to effortlessly maintain optimal portfolios – with dynamic adjustments to reflect changing market conditions and client goals. Advisors can prioritize high-value activities such as client relationships and business development while the platform handles the intricacies of portfolio management.

Advyzon Releases Third Annual Asset Allocation Study and White Paper

6/27/2024

Advyzon released “What’s Going On With Assets in 2024?”, Advyzon’s third annual asset allocation study that reveals new trends in how financial advisors are investing client funds.

With deep dives into the subtle shifts around asset allocation, the paper looks at how the more than 1,500 advisory firms that use Advyzon for portfolio reporting allocated client funds at the close of 2023.

Advyzon Announces Dates and Location of 2025 Annual Conference

6/13/2024

Advyzon announced the dates and location of the second annual Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida.

The inaugural Advyzon Conference took place earlier this year, held February 20-22, 2024 in Phoenix, Arizona, and combined storytelling, immersive programming, and unrivaled technology. The event was not just a user forum, but an influential industry event with not only clients of Advyzon in attendance, but industry thought leaders, influencers, consultants, media, integration partners, and financial advisors and financial services firms of all kinds.

Advyzon Investment Management (AIM) Names Scott Smith, Former Executive at Goldman Sachs and BNY Mellon | Pershing, Chief Revenue Officer

6/4/2024

Advyzon Investment Management (AIM) announced today the hiring of Scott Smith as Chief Revenue Officer (CRO).

An accomplished executive in the financial services industry – having previously worked at Goldman Sachs, BNY Mellon | Pershing, Envestnet, Fidelity, Schwab Advisor Services, and TD Ameritrade Institutional – Smith brings his 20+ years of industry experience to the rapidly growing TAMP and will oversee sales, marketing

Advyzon Announces New Custody and Retail Investment Infrastructure Integration with Apex Advisor Solutions

2/22/2024

Advyzon announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions, a division of Apex Fintech Solutions Inc. (Apex). The collaboration was announced during the inaugural Advyzon Conference, taking place February 20-22, 2024 in Phoenix, Arizona. Apex is also attending, sponsoring, and exhibiting at the conference, and will participate in a Custodial Technology Panel.

Registered Investment Advisors (RIAs) use Apex’s robust custody and clearing platform and capital structure to administer their client investment accounts, from real-time onboarding and account funding, to custody, trading, clearing, and cost basis and tax reporting. Now, they can harness the power of Advyzon’s comprehensive, award-winning technology platform for advisors.

Advyzon Releases Third Annual Special Report on Financial Advisor Billing & Fees

1/18/2024

Could performance-based billing boost a financial advisor’s business? This is one of the questions that Advyzon dug into as they analyzed new data recently released in their third annual Billing and Fee Study, a white paper based on original research that analyzes which fee models independent financial advisors (IARs and RIAs) are using today. The report uncovers recent trends in billing and fees, plus offers insights into where the industry may be headed.

Impact Communications Tapped to Speak at and Promote Advyzon’s Inaugural Conference for Financial Advisors

1/4/2024

Impact Communications (Impact) has signed on to do PR for and promote award-winning fintech platform Advyzon’s inaugural conference for independent financial advisors. Impact executives Marie Swift and Jonny Swift will also be presenting at the Advyzon conference being held in Phoenix February 20-22, 2024.

Advyzon will bring advisors together at the Sheraton Phoenix Downtown Hotel to bring outside-the-box thinking, technology, service, and experience together. The three-day conference will combine storytelling, immersive programming, and unrivaled technology to help take advisory firms to a whole new level.

Advyzon and RightCapital Announce Updates to Data-Sharing Integration

10/18/2023

Advyzon announces updated integration capabilities with RightCapital.

Advyzon’s integration with RightCapital sends data directly from Advyzon through API access and offers multiple capabilities, including connecting important information to client plans, allowing advisors to import client profiles from Advyzon into RightCapital, and sending RightCapital reports directly to Advyzon. Once integrated, investment account and life insurance data can be synced from Advyzon to RightCapital.

Advyzon Announces Inaugural Conference for Financial Advisors and Industry Professionals

10/5/2023

Advyzon announced details on the inaugural Advyzon Conference, which will take place February 20-22, 2024 at the Sheraton Phoenix Downtown Hotel.

Advyzon’s conference mission is to bring outside-the-box thinking, technology, service, and experience together in a fun and joyful way. The three day conference will combine storytelling, immersive programming, and unrivaled technology to help take advisory firms to a whole new level.