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Advyzon announced a robust new integration with iCapital. The partnership will initially include data and fund activity integration from iCapital’s curated menu of alternative investment strategies into Advyzon’s portfolio reporting platform, as well as a seamless single sign-on (SSO) experience from Advyzon to iCapital. Future enhancements will incorporate iCapital’s user-friendly Document Center into Advyzon’s document vault, allowing Advyzon to surface alerts and tasks such as capital calls or subscription updates that appear in Advyzon’s CRM and dashboard. The integration between Advyzon and iCapital will also be available in Auria, the new offering from Advyzon Institutional for family offices and UHNW clients, announced last month and launching in Q1 2025. Originally published on Business Wire on December 10, 2024. Read full article here. Advyzon announced a new product offering from Advyzon Institutional called Auria. Evolving from Advyzon’s all-in-one platform, Auria is purpose built for the needs of UHNW clients and unites essential capabilities – portfolio management, performance reporting, and CRM – into a single, seamless interface, while also empowering advisors to manage intricate entities, track alternative investments, provide families with a holistic view of their total wealth, and more. “We’re so excited to finally unveil Auria – an initiative that we’ve been working on since I joined Advyzon earlier this year,” said Kartik Srinivasan, President of Advyzon Institutional. Originally published on Business Wire on November 18, 2024. Read full article here. Advyzon shared more details on the 2025 Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida. The second annual Advyzon conference will feature even more prominent speakers and industry thought leaders, along with Advyzon-focused sessions in order to help advisors get the most out of the highest-rated comprehensive technology platform in the industry. Registration for Advyzon’s second annual conference is now open for financial advisors and other industry professionals. Originally published on Business Wire on October 23, 2024. Read full article here. Advyzon Investment Management (AIM) and Syntax Data announced a partnership that will provide financial advisors with the ability to produce highly customized financial portfolios at scale. AIM’s indexing capabilities powered by Syntax’s scalable platform offers advisors a comprehensive solution, covering every step of the index development process, integrated directly into Advyzon’s all-in-one platform. Using AIM’s indexing capabilities powered by Syntax Data, a proprietary system that includes accurate product line revenue data for more than 11,000 publicly traded companies, financial advisors can customize benchmark indices or build core, factor, thematic, and/or impact indices from scratch, enabling advisors to tailor investment solutions to match client preferences. Originally published on Business Wire on October 22, 2024. Read full article here. Innovayte and Advyzon announced the launch of their groundbreaking, state-of-the-art platform and model marketplace. For Innovayte, Advyzon has created its first and only custodial back-end platform. The technology offers advisors a unique solution combining a separately managed account (SMA) and model marketplace with access to third-party asset managers – offered by Advyzon Investment Management (AIM), the turnkey asset management program under the Advyzon umbrella – all built from a unified managed account (UMA) framework. Originally published on Agility on August 12, 2024. Read full article here. Advyzon announced the dates and location of the second annual Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida. The inaugural Advyzon Conference took place earlier this year, held February 20-22, 2024 in Phoenix, Arizona, and combined storytelling, immersive programming, and unrivaled technology. The event was not just a user forum, but an influential industry event with not only clients of Advyzon in attendance, but industry thought leaders, influencers, consultants, media, integration partners, and financial advisors and financial services firms of all kinds. Originally published on Business Wire on June 4, 2024. Read full article here. Wealthspire Advisors LLC (Wealthspire), named The BLX Internship Program (BLX), its Giving Partner for the 2024 Wealthspire Advisor Summit which was held in Scottsdale, Arizona earlier this year. “We’re thrilled to be partnering with BLX as we begin recruiting for the 2024 cohort of our internship program. In joining forces, we hope to bolster diversity not only within our organization but also within the broader financial planning profession” said Mike LaMena, CEO of Wealthspire. Originally published on Citybiz on February 27, 2024. Read full article here. Advyzon announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions, a division of Apex Fintech Solutions Inc. (Apex). The collaboration was announced during the inaugural Advyzon Conference, taking place February 20-22, 2024 in Phoenix, Arizona. Apex is also attending, sponsoring, and exhibiting at the conference, and will participate in a Custodial Technology Panel. Registered Investment Advisors (RIAs) use Apex’s robust custody and clearing platform and capital structure to administer their client investment accounts, from real-time onboarding and account funding, to custody, trading, clearing, and cost basis and tax reporting. Now, they can harness the power of Advyzon’s comprehensive, award-winning technology platform for advisors. Originally published on Yahoo! Finance on February 22, 2024. Read full article here. Could performance-based billing boost a financial advisor’s business? This is one of the questions that Advyzon dug into as they analyzed new data recently released in their third annual Billing and Fee Study, a white paper based on original research that analyzes which fee models independent financial advisors (IARs and RIAs) are using today. The report uncovers recent trends in billing and fees, plus offers insights into where the industry may be headed. One of the biggest takeaways from the year-end 2023 study is that the number of firms offering performance-based billing steadily increased within the past year. In addition, billing based on an account’s average daily balance, versus beginning or ending balance, saw continued growth in 2023. That being said, a quarterly billing cycle using a tiered fee structure based on AUM remained the industry favorite last year, while the number of firms using flat fees – which increased significantly from 2021 to 2022 – fell in 2023. Originally published on Business Wire on January 18, 2024. Read full article here. Advyzon announced details on the inaugural Advyzon Conference, which will take place February 20-22, 2024 at the Sheraton Phoenix Downtown Hotel. Advyzon’s conference mission is to bring outside-the-box thinking, technology, service, and experience together in a fun and joyful way. The three day conference will combine storytelling, immersive programming, and unrivaled technology to help take advisory firms to a whole new level. Originally published on PR Newswire on October 5, 2023. Read full article here. |
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