Nitrogen, a 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 partnership that delivers the most comprehensive, bi-directional integration between a risk analytics solution and a portfolio management system, redefining advisor efficiency and client service.

Advyzon and Nitrogen users now benefit from workflow enhancements that eliminate manual processes and reduce friction. The collaboration includes four key features that enable a seamless, scalable experience.

​Originally published on Business Wire on June 24, 2025. Read full article here.

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, 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 customer support, onboarding/implementation, and relationship management. These teams exhibit a consistent commitment to excellence in customer service, and Advyzon is excited about the client service capabilities under his leadership.

​Originally published on Business Wire on June 3, 2025. Read full article here.

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that it was selected by Indivisible Partners, a privately-owned independent advisory firm, to form the nucleus of its wealth platform.

​“There’s a difference between doing more for a client, and just doing more of the same,” said John Thiel, executive chairman at Indivisible Partners. “Advyzon understands that Indivisible Partners is building a place where advisors can show the full extent of their value to the people they serve, without cutting corners in the name of short-term scale.”

​By integrating a hand-picked selection of advanced planning tools, open-architecture investment capabilities and comprehensive client solutions, Indivisible Partners empowers advisors to help clients make quality financial decisions by delivering comprehensive advice tailored to every client. Advisors will benefit right away from the flexibility and support offered by a servant leadership team of industry veterans with extensive operational experience.

Originally published on Business Wire on March 18, 2025. Read full article here.

Advyzon announced a partnership with the Correspondent Clearing division of StoneX Financial Inc., a wholly owned subsidiary of StoneX Group Inc. StoneX is an institutional-grade financial services firm that provides global market access, clearing and execution, trading platforms, and more, serving more than 54,000 commercial, institutional, and global payments clients and over 400,000 retail accounts from more than 80 offices across five continents.

StoneX’s Correspondent Clearing division, which provides comprehensive custody and clearing solutions for broker-dealers, investment advisers, and foreign financial institutions, is partnering with Advyzon Enterprise Solutions to bring Advyzon’s full, all-in-one wealthtech platform to StoneX’s introducing broker-dealers and financial advisors.

Originally published on Business Wire on February 11, 2025. Read full article here.

​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.

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.