Tag : Advyzon

Nitrogen, Advyzon Partner for Integrated Portfolio Analytics, Portfolio Management & CRM
Analytics Fintech News

Nitrogen, Advyzon Partner for Integrated Portfolio Analytics, Portfolio Management & CRM

Business Wire
by Business Wire0
Leading WealthTech Firms Unite to Deliver Integrated Platform for Boutique RIAs Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, and Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced an expanded integration and sales......
Altruist Launches Institutional-Grade FIX Trading Integrations with Advyzon and Orion
Finance Fintech News Trading

Altruist Launches Institutional-Grade FIX Trading Integrations with Advyzon and Orion

Business Wire
by Business Wire0
New integrations enable real-time execution and full operational visibility for enterprise RIAs Altruist, the modern custodian built for RIAs, today announced new institutional-grade FIX trading integrations with Orion and Advyzon. These integrations allow for orders to be submitted in real-time for execution at Altruist from the platforms advisors already use—eliminating......
Advyzon Appoints Clark Richards, Seasoned Industry Executive, as Vice President of Client Success
Finance Fintech News

Advyzon Appoints Clark Richards, Seasoned Industry Executive, as Vice President of Client Success

Business Wire
by Business Wire0
Industry veteran to oversee client-facing teams and enhance service experience Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently introduced Clark Richards to the team as Vice President of Client Success. In this strategic leadership role, Richards will oversee Advyzon’s client-facing teams, including......
Advyzon and RightCapital Announce Updates to Data-Sharing Integration
Investment Services News

Advyzon and RightCapital Announce Updates to Data-Sharing Integration

PR Newswire
by PR Newswire0
Fintech leaders also provide details on new Probability of Success widget Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently announced updated integration capabilities with RightCapital, a financial planning software that simplifies the complexity of financial planning for advisors and their clients.......
Advyzon and RightCapital Announce Updates to Data-Sharing Integration
Compliance management News

COMPLY Partners with Advyzon to Streamline Compliance Workflow Efficiencies for Wealth Managers

PR Newswire
by PR Newswire0
Three strategic integrations with RIA in a Box’s MyRIACompliance software creates first-of-its-kind reporting and filing solution COMPLY, a leading provider of regulatory technology and compliance solutions for the financial services sector, announced three new points of integration with wealth management platform Advyzon: 13F Filing, Compliance Calendar and Employee Trade Monitoring.......
Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
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