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 ...

CHICAGO, March 06, 2025--(BUSINESS WIRE)--Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently achieved very high ...

Chicago fintech firm Advyzon, a wealth management platform for financial advisors, announced that it has added a financial planning component. This will bring together goal-based investing, ...

PHOENIX, October 30, 2025--(BUSINESS WIRE)--Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a new direct integration with Advyzon, the all-in-one ...

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 ...

Account aggregation and trading platform FeeX is integrating with wealthtech provider Advyzon to facilitate advisors’ management of held-away retirement, health savings and college savings accounts, ...

Advyzon, a technology provider for RIAs and investment managers, is set to introduce a financial planning component to its platform in 2026, expanding its all-in-one wealthtech offering. The company ...

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 ...

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that financial planning will be a new offering on their ...

Advisors are being asked to do more than ever, often without more time or headcount. Meghan Holmes, COO of Advyzon Investment Management, discusses the launch of Advyzon’s manager-traded strategies ...

Advyzon, Advyzon Investment Management, The Oasis Group, EncorEstate Plans, Kwanti, Syntax Data, TaxStatus, and Bogart Wealth recognized for innovation and leadership in the financial services ...

Partnership delivers flexibility and control over workflows, simplifying estate planning processes for 2,400+ Advyzon advisors Wealth.com, the leading end-to-end estate planning platform for financial ...