Category: John Mackowiak

Advyzon Announces New Custody and Retail Investment Infrastructure Integration with Apex Advisor Solutions

2/22/2024

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.

Client testimonials: An advisor’s guide to new SEC rules by John Mackowiak

11/6/2023

Advyzon Chief Business Development Officer John Mackowiak wrote this bylined article for Financial Planning Magazine, sharing tips and best practices for financial advisors who want to take advantage of the SEC’s new marketing rule and feature testimonials in their marketing efforts.

Originally published in Financial Planning Magazine on March 6, 2022. Read full article here.

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Advyzon Announces New Custody and Retail Investment Infrastructure Integration with Apex Advisor Solutions

Client testimonials: An advisor’s guide to new SEC rules by John Mackowiak

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