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 fintech firm Advyzon, a wealth management platform for financial advisors, announced that it has added a financial planning component. This will bring together goal-based investing, ...

Partnership delivers flexibility and control over workflows, simplifying estate planning processes for 2,400+ Advyzon advisors Wealth.com, the leading end-to-end estate planning platform for financial ...

Advyzon, a technology provider for RIAs and investment managers, is set to introduce a financial planning component to its platform in 2026, expanding its all-in-one wealthtech offering. The company ...

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 ...

Cloud-based advisory tech company Advyzon rolled out a new prospect portal Tuesday, which the firm has been working on for the past year. With it, advisors can share a text or email with a link to ...

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 ...

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has recently enhanced its integration with Schwab Advisor Services to ...

Advyzon, Advyzon Investment Management, The Oasis Group, EncorEstate Plans, Kwanti, Syntax Data, TaxStatus, and Bogart Wealth recognized for innovation and leadership in the financial services ...

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 ...