​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.

ClientFirst Wealth, Legacy, Estate Planning (ClientFirst) has as a public service put together seven financial and tax planning strategies to consider before December 31st. As the year draws to a close, taxpayers have a window of opportunity to take strategic steps to significantly reduce their 2024 tax liability.

“Yearend is fast approaching,” said Ed Mahaffy, founder and President of ClientFirst. “Taking time to plan the most tax-efficient conclusion for 2024 can be well worth it, as various strategies can mitigate your 2024 tax bill. With the proper planning, these tactics could make a substantial difference. By taking action now, taxpayers can optimize their current financial position and set the stage for long-term tax efficiency.”

Originally published on Business Wire on November 21, 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.

​Kwanti announced two new enhancements to their platform: Risk Profiling, which enables advisors to send risk profiling questionnaires, compare client risk profiles with portfolio risk scores, and generate personalized investment policy statements, as well as xPDF, a document extraction feature that allows advisors to effortlessly upload PDF statements directly into Kwanti, which automatically extracts position details and creates a portfolio for efficient analysis, saving users countless hours.

Risk Profiling is a set of new features designed to enhance the way advisors manage client risk, starting with the introduction of a dedicated Client section in Kwanti. A Client in Kwanti is designed to help advisors better organize their clients’ data, making it easy to manage everything from risk assessments to portfolio reviews. Each Client acts as a hub for managing questionnaires, portfolios, and more, ensuring that client-specific data is organized and accessible.

Originally published on Business Wire on November 12, 2024. Read full article here.

Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications over the last few months. This recognition was highlighted by the firm being named to Forbes’ 2024 list of America’s Top RIA Firms and CEO James Bogart, CFP®, ChFC® being selected as one of Barron’s Top 100 Independent Financial Advisors.

In Forbes’ 2024 list of America’s Top RIA Firms, Bogart Wealth was ranked #23 nationally and was listed as the top overall firm in Virginia. Bogart Wealth has been featured in the Top RIA Firms ranking since the list’s inception in 2022, and James Bogart and Senior Vice President Nell Cordick, CFP® have both been previously featured in various individual advisor rankings.

​​Originally published on Forbes on November 7, 2024. Read full article here.

Stewart S. Koesten, M.S.F.S., CFP®, CIMA®, Cert(IM), Global Financial Planning Fellow (USA), Chairman and Senior Wealth Manager at Aspyre Wealth Partners®, announces his focus on Global Financial Planning to address the growing trend of American citizens seeking international living options.

​​Koesten brings over four decades of experience in wealth management. His Investment Migration certification equips him with the knowledge to offer guidance on various citizenship and residence-by-investment programs, enabling individuals to obtain citizenship or residency in exchange for investments in their host countries. As a Global Financial Planning Fellow, Koesten leverages a vast network of international professionals to deliver coordinated and comprehensive advice. 

​Originally published on Business Wire on October 31, 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.

The Institute for the Fiduciary Standard (Institute) announced the line-up for Fiduciary September 2024. This year, Fiduciary September, the largest annual conversation of investment advisors, financial planners, attorneys and experts focused on why fiduciary advice matters, builds on the press briefing held on July 24, 2024, during which a panel of experts assessed the state of the SEC’s Reg BI five years after its release June 5, 2019.

​The schedule of events for Fiduciary September 2024 includes seven panels and 21 speakers who will continue the discussion, dissecting DOL and SEC rules and shining a light on explosive fiduciary breaches alleged against TIAA. Financial planning practitioners will talk about fees and whether organizations should celebrate sales production and, in practical terms, what “fiduciary” truly means.

​Originally published on Agility Newsroom​ on August 30, 2024. Read full article here.

​C. Marie Swift has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Ms. Swift works in PR and marketing communications, leveraging 35 years of expertise to support her role as the president and chief executive officer of Impact Communications Inc., where she has been instrumental for over three decades. Serving the financial services industry since 1993, her company delivers quality services to wealthtech companies and financial services firms – including independent advisory firms and entrepreneurial advisors, custodians, independent broker/dealers, and allied others. Managing a team of 15 professionals, Ms. Swift’s goal is to ensure the delivery of strategic execution to clients. Her leadership has driven the company’s success and fostered a culture of innovation and proactive problem-solving.

Originally published on 24-7 Press Release on August 30, 2024. Read full article here.