We’re unique in that I come to this from a 23-year background in technology. I’ve only been a full-time advisor for fewer than three years. That allows me to work closer with tech professionals who ...

For more than a decade, Advyzon has been taking the longer road — the fully integrated wealthtech firm builds all of its advisor tech from scratch rather than through integrating with other tech ...

CHICAGO, March 30, 2023 /PRNewswire/ -- Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently achieved ...

GAINESVILLE, Fla.--(BUSINESS WIRE)--Continuing its ongoing platform innovation in support of independent advisors, TradePMR today announced several enhancements to its integration with Advyzon, the ...