One in four advisory firms now charging flat fees, according to Advyzon user data
September 14, 2021 08:00 ET
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Advyzon
CHICAGO, Sept. 14, 2021 (GLOBE NEWSWIRE) -- In a white paper and article released today, Advyzon sheds new light on how firms bill their clients. Notably, one in four firms (26%) now use a flat fee...
All-in-One Software Provider, Advyzon, Announces A Series of Integrations with BNY Mellon’s Pershing
July 26, 2021 08:00 ET
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Advyzon
CHICAGO, July 26, 2021 (GLOBE NEWSWIRE) -- Advyzon today announced a series of integrations with BNY Mellon’s Pershing (“Pershing”) designed to deliver joint clients a seamless experience that...
Advyzon launches crypto integration for advisors, Onramp Invest partnership
May 25, 2021 12:00 ET
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Advyzon
CHICAGO, May 25, 2021 (GLOBE NEWSWIRE) -- Advyzon is excited to announce a first-of-its-kind partnership with Onramp Invest, working together to help advisors access and report on cryptocurrencies...
'Tis the Season: Advyzon Gives Investment Advisors the Gift of Time
December 08, 2020 09:00 ET
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Advyzon
CHICAGO, Dec. 08, 2020 (GLOBE NEWSWIRE) -- Advyzon, provider of a comprehensive tech platform for registered investment advisors (RIA), has added a prospect portal and mobile app to its digital tool...
Advyzon and Aptus Partner to Help Investment Advisors Guide their Clients Through Challenging Economic Times
July 23, 2020 09:00 ET
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Advyzon
CHICAGO, July 23, 2020 (GLOBE NEWSWIRE) -- Advyzon, a leading provider of SaaS-based practice management software for investment advisors, announces a partnership with Aptus Capital Advisors (ACA)....
Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
January 28, 2020 09:00 ET
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Advyzon
CHICAGO, Jan. 28, 2020 (GLOBE NEWSWIRE) -- Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for...