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 ...

After more than a year of pilot testing, Advyzon is deploying a new rebalancing tool, called Quantum, according to an announcement from the firm. Originally slated for general availability last year, ...

Fintech Advyzon has inked a new partnership to help enhance the custody and investment account administration process for registered independent advisors. The partnership, which was announced during ...

CHICAGO, March 06, 2025--(BUSINESS WIRE)--Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently achieved very high ...

CHICAGO, October 28, 2025--(BUSINESS WIRE)--Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has recently enhanced its ...

PHOENIX, October 30, 2025--(BUSINESS WIRE)--Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a new direct integration with Advyzon, the all-in-one ...

Advyzon Investment Management, a Chicago-based tech provider to wealth managers, has introduced a platform called Sphere that offers a curated hub of professionally managed portfolios. It lets ...

Account aggregation and trading platform FeeX is integrating with wealthtech provider Advyzon to facilitate advisors’ management of held-away retirement, health savings and college savings accounts, ...

RIA firms have often struggled with the redundant tasks of onboarding their clients through both a client service portal and then a separate custodian system. A seamless, do-it-once capability is what ...

CHICAGO--(BUSINESS WIRE)--Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that it was selected by ...

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, earned industry-leading client satisfaction ratings across multiple ...