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Advyzon @advyzon

Portfolio management/performance reporting, trading & rebalancing, billing, CRM, client portal, and document storage. All-in-one solution for financial advisors advyzon.com Joined November 2014
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    2K
  • Followers
    904
  • Following
    411
  • Likes
    1K
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Advyzon @advyzon

a day ago

In today's digital landscape, safeguarding sensitive information is key, which makes 2-factor authentication (2FA) that much more important. In Advyzon, you can customize how it shows up for your clients and mass update the same 2FA method for all your clients. #featurefriday

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Advyzon @advyzon

3 days ago

When @advyzon first came on the market over a decade ago, @BobVeres was wary of all-in-one platforms. Initially skeptical of the efficacy of combining various financial management tools, Veres admitted to being wrong in this video with @wealth_mgmt at the Advyzon Conference, as…

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Advyzon @advyzon

a week ago

- Endless flexibility - Increased collaboration - Intuitive interface ...That's what you get with the Projects App, helping you can keep track of various documents, different tasks, and multiple roles, so you and your team can keep your projects moving. #featurefriday

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Advyzon @advyzon

a week ago

We're proud to work with @EquitaFn and provide their members with a tech platform that offers a customizable client portal, CRM, performance reporting, billing, 24-hour tech support, and so much more. Congrats to Astraea Wealth Management on joining! wealthmanagement.com/ria-news/deal-…

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Advyzon @advyzon

2 weeks ago

.@brianhuckstep, CIO of Advyzon Investment Management (AIM), tackled some questions from @FinAd_IQ on how and when advisors should consider direct indexing, and when to maybe back off. Read more in this Q&A: financialadvisoriq.com/c/4475664/5847…

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Advyzon @advyzon

2 weeks ago

At the inaugural #AdvyzonConference, Dave Goes sat down with @ShannonRosic of @wealth_mgmt to talk about his new role at @advyzon and the mission to scale up to enterprise clients. We're so excited to have Dave on board to lead our enterprise sales division, and to utilize our…

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Advyzon @advyzon

3 weeks ago

We're excited to be in the Big Apple next week at #RIAActivate! Stop by Table 4 to learn more about an all in one solution and why Advyzon has received top user ratings 7 years in a row in the T3/Inside Information Survey. Also be sure to say hi to @john_mackowiak & @_RobLane_!

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Advyzon @advyzon

3 weeks ago

Finding new clients isn't always easy, but providing a great first impression when it comes to information gathering is. Help elevate the #prospectexperience and reduce manual data entry by bundling the Risk Tolerance Questionnaire with our Fact Finder. #featurefriday

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Advyzon @advyzon

3 weeks ago

What’s on the @advyzon roadmap? COO Dirk Pearson breaks down updates and features coming down the pike in 2024 with @ShannonRosic of @wealth_mgmt at the recent #AdvyzonConference. Watch here: wealthmanagement.com/technology/wha…

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Advyzon @advyzon

3 weeks ago

Want to be a better advisor? Just look down. At your shoes. You read that right. Here's #TAC24 #AdvyzonConference speaker @anthonystich on how SNEAKERS can make you a better advisor. 👀 @Nike #JustDoIt hubs.ly/Q02rJ09b0

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Advyzon @advyzon

4 weeks ago

Learn about the strategic advantages of outsourcing investment management in this video interview with Lee Andreatta at the recent #AdvyzonConference. Lee spoke with @ShannonRosic of @wealth_mgmt, explaining how Advyzon Investment Management (AIM) offers advisors a comprehensive…

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Advyzon @advyzon

4 weeks ago

We know you juggle dozens of conversations every day... whether it's with clients, prospects, your clients' kids, or that guy down the street who "just has a few questions about taxes". Keep track of client relationships in Advyzon. It's easier that way. #crm #featurefriday

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Advyzon @advyzon

4 weeks ago

Advyzon is now available to advisors at @LaSalleStSec, greatly augmenting their tech offerings! "We identify the best solutions across the widest range of platforms for our advisors, and we've been incredibly impressed with the utility of Advyzon." prnewswire.com/news-releases/…

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Advyzon @advyzon

a month ago

What does the integration between @advyzon and @apexfintech mean for advisors? Hear directly from Apex's Megan Hausmann, who spoke with @ShannonRosic of @wealth_mgmt at the #AdvyzonConference last month in Phoenix. Learn more and watch the interview here: wealthmanagement.com/technology/wha…

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John Mackowiak @john_mackowiak

a month ago

Big thank you to the team at @Advisor2x for such a great SHIFT Conference ! It was great to meet many new people and I always love seeing our clients in person. One client shared that, " @advyzon is the best business decision she's ever made" Never gets old hearing this 😎

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Advyzon @advyzon

a month ago

Excited to share that Meghan Holmes, COO of Advyzon Investment Management, has been named a Top Woman Industry Leader of 2024 in @wealth_report's #WSRPathfinders Awards for Women's History Month, being named 'Wealthtech Executive Of The Year'! Read more: wealthsolutionsreport.com/2024/03/26/wsr…

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Advyzon @advyzon

a month ago

In this @wealth_mgmt video filmed at the inaugural Advyzon Conference, Kartik Srinivasan spoke with @ShannonRosic about joining the @advyzon team, sharing details on his exciting new role and his vision for Advyzon Institutional. Watch now: wealthmanagement.com/industry/karti…

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Advyzon @advyzon

a month ago

Being able to upload documents is one thing, but having easy visibility into those is another. We know that getting information at your fingertips makes your life a whole lot easier, so we've got you when it comes to estate planning documents and other contracts. #featurefriday

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Advyzon @advyzon

a month ago

Can't wait for @Advisor2x's 2024 SHIFT Conference next week in Lake Buena Vista! We'll be sponsoring and exhibiting - stop by table G3 to hear about all the latest developments to the highest-rated all-in-one platform in the industry! Learn more here: humanfirst.live/shift/3485820

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