CHICAGO, July 22, 2026--(BUSINESS WIRE)--Advyzon, a comprehensive wealth management technology and data platform for financial advisors and investment managers, today launched Advyzon AI, an embedded, ...

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 ...

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 ...

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

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 ...

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 ...

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, ...

CHICAGO--(BUSINESS WIRE)--Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, today announces the dates and ...

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 ...