Have you heard about our enhanced integration with Advyzon? Building upon our existing integration, we recently introduced the ability to import models from Advyzon into Kwanti, which streamlines workflows and elevates analytical capabilities. Read more: kwanti.com/enhanced-integ…

We're extremely proud to announce that we made the list of Best Places to Work in Fintech 2024 from American Banker! We came in at #34 in the rankings thanks to our fun perks, pet-friendly office, beer fridge, 401(k) match, and many other great benefits. Not to mention our fantastic…

Advyzon Investment Management CEO Lee Andreatta was a recent guest on Investopedia's Deep Dive series, discussing the key decisions that advisors need to make when they are looking for a platform to help with growth. Watch the video interview here: investopedia.com/advisors-how-t…

Knowing about your clients' beneficiaries allows you to ensure a smoother transition of wealth to heirs when that time comes, and we want you to be prepared.

So we made it easy for you to see beneficiary information AND added a place for it in client reports.

#featurefriday

Kartik Srinivasan, President of Advyzon Institutional, is looking forward to attending and speaking at DeVoe & Company's #DeVoeElevate2024 conference next week! He'll be participating in a Technology Spotlight panel, discussing 'Tools to Run a Better Business' alongside Yelena Melamed…

In WealthManagement.com's latest 'What's In My Wealthstack' piece, Eric Franklin details the tech that Prospero Wealth uses to manage their practice and be more efficient. Spoiler alert: they are maximizing the use of @Advyzon's all-in-one platform! Read more: wealthmanagement.com/technology/pro…

In today's digital landscape, safeguarding sensitive information is key, which makes 2-factor authentication (2FA) that much more important. In Advyzon, you can customize how it shows up for your clients and mass update the same 2FA method for all your clients.
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When @Advyzon first came on the market over a decade ago, Bob Veres was wary of all-in-one platforms. Initially skeptical of the efficacy of combining various financial management tools, Veres admitted to being wrong in this video with WealthManagement.com at the Advyzon Conference, as…

- Endless flexibility
- Increased collaboration
- Intuitive interface
...That's what you get with the Projects App, helping you can keep track of various documents, different tasks, and multiple roles, so you and your team can keep your projects moving.

#featurefriday

We're proud to work with Equita Financial Network and provide their members with a tech platform that offers a customizable client portal, CRM, performance reporting, billing, 24-hour tech support, and so much more. Congrats to Astraea Wealth Management on joining! wealthmanagement.com/ria-news/deal-…

.@BrianHuckstep, CIO of Advyzon Investment Management (AIM), tackled some questions from Financial Advisor IQ on how and when advisors should consider direct indexing, and when to maybe back off. Read more in this Q&A: financialadvisoriq.com/c/4475664/5847…

At the inaugural #AdvyzonConference , Dave Goes sat down with Shannon Rosic of WealthManagement.com to talk about his new role at @Advyzon and the mission to scale up to enterprise clients. We're so excited to have Dave on board to lead our enterprise sales division, and to utilize our…

We're excited to be in the Big Apple next week at #RIAActivate !

Stop by Table 4 to learn more about an all in one solution and why Advyzon has received top user ratings 7 years in a row in the T3/Inside Information Survey. Also be sure to say hi to John Mackowiak & Rob Lane!

Finding new clients isn't always easy, but providing a great first impression when it comes to information gathering is.

Help elevate the #prospectexperience and reduce manual data entry by bundling the Risk Tolerance Questionnaire with our Fact Finder.

#featurefriday

What’s on the @Advyzon roadmap? COO Dirk Pearson breaks down updates and features coming down the pike in 2024 with Shannon Rosic of WealthManagement.com at the recent #AdvyzonConference . Watch here: wealthmanagement.com/technology/wha…

Want to be a better advisor?

Just look down. At your shoes.

You read that right. Here's #TAC24 #AdvyzonConference speaker Anthony Stich ➡️ #MrPurple on how SNEAKERS can make you a better advisor.

👀 @nike

#JustDoIt

hubs.ly/Q02rJ09b0

Learn about the strategic advantages of outsourcing investment management in this video interview with Lee Andreatta at the recent #AdvyzonConference .

Lee spoke with Shannon Rosic of WealthManagement.com, explaining how Advyzon Investment Management (AIM) offers advisors a comprehensive…

We know you juggle dozens of conversations every day... whether it's with clients, prospects, your clients' kids, or that guy down the street who 'just has a few questions about taxes'.

Keep track of client relationships in Advyzon. It's easier that way.

#crm #featurefriday

Advyzon is now available to advisors at LaSalle St. Securities, greatly augmenting their tech offerings! 'We identify the best solutions across the widest range of platforms for our advisors, and we've been incredibly impressed with the utility of Advyzon.' prnewswire.com/news-releases/…