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, March 26, 2026--(BUSINESS WIRE)--Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, earned industry-leading client ...

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 ...

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 ...

CHICAGO--(BUSINESS WIRE)--Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, today announces the dates and ...

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 ...

Advyzon Named Best All-In-One Software Solution for 9th Consecutive Year in 2026 Advisor Software Survey from T3 and Inside Information Advyzon Investment Management (AIM) premieres as “Software ...