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, ...

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

Advyzon, the all-in-one core advisor platform, will serve as that foundational hub. Engineered for efficiency, the system integrates and consolidates all aspects of an advisor’s practice into a single ...

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 ...

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 ...

Andes Wealth integrates with Advyzon, empowering advisors with behavioral finance and comprehensive technology for enhanced client experiences. Andes Wealth is arming financial advisors with the tools ...

In a compelling montage of testimonials, advisors articulate the transformative impact of the Advyzon platform on their operations, underscoring its pivotal role in enhancing efficiency, streamlining ...

As advisory firms chase efficiency and scale, modernization is increasingly about using technology more intelligently, not simply adding more of it. John Mackowiak, chief revenue officer at Advyzon, ...

Advyzon furthers integration with Schwab Advisor Services; iPipeline launches AI-Powered ‘CHARLi’ foundation; and Cetera introduces Private Wealth Portfolios for high-net-worth clients; and more.