In this WealthManagement.com video recorded at the inaugural #AdvyzonConference, a handful of advisors share why they love Advyzon and how it helps them to be more efficient in their advisory practice. Watch now: https://lnkd.in/gTqyg3MJ Thank you to Bridget Venus Grimes, CFP®, Maria Hernandez Huerta, CFP®, Emily Jaffe, CFP®, CDFA®, and Brian Deely for your comments!
Advyzon
Financial Services
Chicago, IL 6,927 followers
Exceptional Technology. Unmatched Service.
About us
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.advyzon.com to learn more.
- Website
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http://www.advyzon.com
External link for Advyzon
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Chicago, IL
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Portfolio Management, CRM, Client Web Portal, Performance Reporting, Client Billing, and Document Storage
Locations
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Primary
935 W. Chestnut
Chicago, IL 60642, US
Employees at Advyzon
Updates
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Permission sets play a vital role in streamlining operations within a growing organization. ↗️ Designate individuals to make updates to specific areas of the system. Limit the potential chaos. 🙅♀️ Do so with permission sets for specific roles within your org. ✔️ #featurefriday
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You've just completed a rebalance, but now you want to fine-tune trades without the hassle of rerunning the whole process or adjusting your settings. Guess what? Inline trading is your solution! ✔️ Make updates on the fly ✔️ Take customization to the next level #featurefriday
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Excited to share more about the enhancements to our integration with TradePMR! With a continuous focus on product innovation, our integration provides advisors with increased efficiencies and functions as an integral component designed to help with organic growth. The integration enhancements announced today include single sign-on capabilities that allow users to quickly and seamlessly access Advyzon from TradePMR’s Fusion platform. Advisors can also now directly access client statements and tax documents, Advyzon’s Quantum Rebalancer system for FIX trading, Trade File to submit trade orders, and a more seamless client billing process via the Custodian Fee File. Read more in the press release: https://lnkd.in/gvtjRAEH
TradePMR Announces Enhancements to Integration with Advyzon
businesswire.com
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Advyzon CRO John Mackowiak sat down with Julie Cooling and RIA Channel at the 2024 Wealth Management EDGE Conference to discuss advisors' technology needs, integrating advisors' tech stacks, and how Advyzon's all-in-one platform allows advisors to have a streamlined learning curve, as well as just one tech support team to assist with any questions. Watch the full interview here: https://lnkd.in/gugh_4in
Advyzon’s Mackowiak On Integrating The Advisor’s Tech Stack
https://www.riachannel.com
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Blended models are a great way for you to combine two or more strategies into one depending on your clients' portfolio needs. We've done a lot in Advyzon to help you: ✔️ Seamlessly blend models together ✔️ Track model performance ✔️ Get specific with settings #featurefriday
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Advyzon reposted this
Very excited to share more details on our partnership with FINIAT, a leading provider of #wealthmanagement software that enables #financialadvisors to provide turnkey trading for client portfolios. The partnership takes FINIAT’s powerful solutions to the next level by integrating them with Advyzon ’s innovative trading and portfolio management capabilities, enabling advisors to automate and personalize #portfoliomanagement for each client and scale their business with confidence. Read more in our news release published in Yahoo Finance: https://lnkd.in/gECmv2xs #fintech #wealthtech
Advyzon Investment Management (AIM) Partners with FINIAT to Provide Turnkey Trading and Portfolio Management
finance.yahoo.com
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Managing tasks has never been easier, especially when overseeing tasks across your firm, project, or team. Group your board views by due date, priority, status, case owner, case type, and assignee. Your data, your boards, your configuration. #featurefriday
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Thanks to Financial Advisor Magazine for covering our 2024 Asset Allocation study! One of the main trends we saw in this year's study is that the overall cash allocation within client portfolios has been falling since 2020. Brian Huckstep, CFA, CFP®, CIO of Advyzon Investment Management, LLC. (AIM), shared with FA Mag: “If advisors suspect that the entire yield curve is going to go down, it behooves them to be in the longer duration bonds. I believe some people exited cash to move money into longer duration securities with the expectation that the Fed was going to lower rates.” Read more about other trends and findings from our latest #AssetAllocation study: https://lnkd.in/gw2hFTEG
Cash Allocations Fall As Advisor Confidence Grows, Advyzon Finds
fa-mag.com
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Advyzon's John Mackowiak was quoted in this recent article from Financial Planning and Rachel Witkowski, discussing how quickly evolving tech is making long-term vendor commitment a thing of the past. John notes that new, smaller technology providers are more likely to be acquired by larger organizations, which means the contracts will roll over with the new owner: "So you're then maybe stuck with a vendor that is no longer the vendor that you bought into, and you've got three, four, five years left on an agreement." Read John's full comments here: https://lnkd.in/gt2BR4kA
Quickly evolving tech is making long-term vendor commitment a thing of the past
financial-planning.com