Hailin Li, founder and CEO of Advyzon was named the winner of the Executive of the Year award among Technology Platforms, Products and Services in the ThinkAdvisor 2024 Luminaries Awards.

​The Luminaries Awards celebrate the trailblazers redefining excellence in financial services. Now in its fourth year, this prestigious program recognizes the visionary firms and individuals driving innovation and making a transformative impact on both the industry and the profession. The 2024 winners were announced at the Luminaries Awards Ceremony held at the Fontainebleau Las Vegas on December 11th, 2024.

Advyzon announced a robust new integration with iCapital. The partnership will initially include data and fund activity integration from iCapital’s curated menu of alternative investment strategies into Advyzon’s portfolio reporting platform, as well as a seamless single sign-on (SSO) experience from Advyzon to iCapital.

Future enhancements will incorporate iCapital’s user-friendly Document Center into Advyzon’s document vault, allowing Advyzon to surface alerts and tasks such as capital calls or subscription updates that appear in Advyzon’s CRM and dashboard.

​The integration between Advyzon and iCapital will also be available in Auria, the new offering from Advyzon Institutional for family offices and UHNW clients, announced last month and launching in Q1 2025.

Apex Fintech Solutions Inc. (“Apex”) and Advyzon are thrilled to announce the expansion of their strategic partnership focused on integrating with Advyzon Investment Management (“AIM”), an investment solution provider under the Advyzon umbrella.

Through this partnership, advisors can leverage the straight through processing that Apex provides and utilize AIM’s Nucleus model marketplace and rebalancing solutions to streamline investment management processes. For clients, this new integration between Apex and AIM gives advisors the option to outsource or make better use of technology to handle day-to-day investment management operations helping modern advisory firms spend more time on the goals they have for their businesses.

Advyzon announced a new product offering from Advyzon Institutional called Auria.

Evolving from Advyzon’s all-in-one platform, Auria is purpose built for the needs of UHNW clients and unites essential capabilities – portfolio management, performance reporting, and CRM – into a single, seamless interface, while also empowering advisors to manage intricate entities, track alternative investments, provide families with a holistic view of their total wealth, and more.

“We’re so excited to finally unveil Auria – an initiative that we’ve been working on since I joined Advyzon earlier this year,” said Kartik Srinivasan, President of Advyzon Institutional.

Advyzon shared more details on the 2025 Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida.

The second annual Advyzon conference will feature even more prominent speakers and industry thought leaders, along with Advyzon-focused sessions in order to help advisors get the most out of the highest-rated comprehensive technology platform in the industry.

Registration for Advyzon’s second annual conference is now open for financial advisors and other industry professionals.

Advyzon Investment Management (AIM) and Syntax Data announced a partnership that will provide financial advisors with the ability to produce highly customized financial portfolios at scale.

​AIM’s indexing capabilities powered by Syntax’s scalable platform offers advisors a comprehensive solution, covering every step of the index development process, integrated directly into Advyzon’s all-in-one platform. 

Using AIM’s indexing capabilities powered by Syntax Data, a proprietary system that includes accurate product line revenue data for more than 11,000 publicly traded companies, financial advisors can customize benchmark indices or build core, factor, thematic, and/or impact indices from scratch, enabling advisors to tailor investment solutions to match client preferences.

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 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 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) 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 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 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) 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 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. ​

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 (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 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 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. ​