News
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Digital Wealth News – Advisor Tech Talk (Week of 3/22/23) 03-22-2023
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Nasdaq – Advyzon Launches Model Marketplace, 'Nucleus' 03-20-2023
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Wealth Solutions Report – Video Interviews With Industry Leaders At T3 03-17-2023
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Financial Planning – News from the T3 2023 Conference 03-17-2023
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InvestmentNews – Updates from the T3 2023 Conference 03-14-2023
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Yahoo! Finance – Advyzon Investment Management Launches Model Marketplace, 'Nucleus' 03-14-2023
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T3 Tech Hub – AIM Launches Nucleus Model Marketplace at T3 Conference 03-14-2023
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Wealth Solutions Report – T3 Conference Preview: Largest Issues Facing Wealthtech Today 03-09-2023
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Financial Planning – Advisors are ready to make it rain on wealthtech 02-28-2023
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Inside Information by Bob Veres - Fees in (Slow) Transition 01-29-2023
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The InvestmentNews Podcast - It’s 2023, and we’re talking about fees 01-03-2023
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Financial Planning – Advyzon releases 2022 billing and fee study 12-30-2022
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ThinkAdvisor – RIAs Open to New Billing Methods, Study Shows 12-29-2022
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InvestmentNews – Stock pullback has more advisers diversifying away from asset-based fees 12-20-2022
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Advisor Perspectives – The Alternative Tech Stack 12-07-2022
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Wealth Solutions Report – Wealthtech Firm Of The Year - WSR's Wealth Exemplar Awards 12-06-2022
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Swift Cam – John Mackowiak of Advyzon Interviewed at Schwab IMPACT 2022 Conference 11-02-2022
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The Fintech Times – The Most Difficult Fintech Market To Expand Into 09-30-2022
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ThinkAdvisor – How Advisors Can Use UX to Delight Clients 09-15-2022
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The Fintech Times – Is It Better To Compete or Collaborate 09-07-2022
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In the Suite Podcast – Live from 2022 T3 Advisor Conference: Conversations with FinTech Visionaries 09-06-2022
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InvestmentNews – How to make the most out of video calls 09-02-2022
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Financial Planning – Dodging ghosts, wooing zombies: A 'dating' guide to converting prospects 08-24-2022
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Wealth Management Magazine - The High Tech/High Touch Advisory Firm 08-16-2022
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Inc. 5000 – Advyzon Ranked No. 3,397 in 2022 Inc. 5000 08-16-2022
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AICPA – Processing Power Tool 08-01-2022
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Inside Information by Bob Veres - The Everything Program 08-01-2022
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Advisorpedia – What's the Secret to Perfect Advisor Tech Stack? (Video) 07-29-2022
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TacoTech Podcast – Coming LIVE from T3 2022: John Mackowiak of Advyzon 06-30-2022
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ThinkAdvisor – Luminaries Class of 2022 Finalists: Hailin Li 06-24-2022
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Advisorpedia – Solving the Complex Integration Puzzle (Video) 06-20-2022
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SwiftChats Podcast – Compilation Episode from the 2022 T3 Technology Tools for Today Conference 06-08-2022
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Wealth Management Magazine – WealthManagement.com Announces 2022 'Wealthies' Finalists 06-01-2022
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T3 Tech Hub – T3 Conference Observations from Bob Veres 06-01-2022
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Wealth Solutions Report - WSR Pathfinder Awards – AAPI Top Industry Leaders 05-25-2022
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Wealth Solutions Report – Advyzon’s Hailin Li on the Financial Advisor Experience 05-25-2022
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InvestmentNews – Advyzon Expands to All-In-One with Quantum Rebalancer 05-16-2022
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Advisor Perspectives – This Year’s Top-Ranked Software Products 05-02-2022
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InvestmentNews – Advyzon Launches Its Own TAMP Offering for Advisers 04-15-2022
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Yahoo! Finance – Advyzon Launches Quantum® Rebalancer 04-12-2022
+ Related Articles
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ThinkAdvisor – Tech Roundup: Advyzon Launches Quantum Rebalancer 04-15-2022
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Wealth Management Magazine - Advyzon Debuts Its Own Rebalancing Tool 04-12-2022
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Swift Chats Podcast – John Mackowiak and Dirk Pearson on Advyzon's Quantum Rebalancing Tool 04-11-2022
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Fintechly – Developing Purpose-Driven Fintechs to Create a Better World 04-01-2022
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TheStreet – Advyzon Launches Turnkey Asset Management Program, Advyzon Investment Management (AIM) 03-22-2022
+ Related Articles
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ThinkAdvisor – Tech Roundup: Advyzon Launches TAMP 03-24-2022
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RIAIntel – Advyzon Creates Its Own TAMP 03-23-2022
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InvestmentNews – Advyzon Launches Turnkey Asset Management Platform 03-23-2022
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Financial Advisor – Advyzon Launches a Turnkey Asset Management Platform 03-23-2022
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Citywire – Advyzon Starts Its Own Tamp 03-22-2022
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Financial Planning – Advyzon Becomes the Latest Wealthtech to Launch a TAMP 03-22-2022
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Financial Planning – Client Testimonials: An Advisor’s Guide to New SEC Rules 03-06-2022
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Wealth Management Magazine – WealthStack Roundup: Advyzon integrates with SSG 02-18-2022
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InvestmentNews – The latest in financial #AdviserTech – February 2022 02-17-2022
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Yahoo! Finance – Advyzon and Shareholders Service Group Announce New Data-Sharing Integration 02-15-2022
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bizwomen - In Her Own Words: Ryann Ramos’ new city, new job, same old pandemic 02-07-2022
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ThinkAdvisor – 4 Tips for Working With Clients When Markets Are Volatile 01-27-2022
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Kitces.com – The Technology That Independent Financial Advisors Actually Use (And Like) 01-15-2022
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Wealth Management Magazine – Are You Charging Enough? 12-29-2021
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Financial Planning – The Great Rebalancing Debate 12-26-2021
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InvestmentNews – FeeX Adds Integration with Advyzon 12-20-2021
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Advisor Perspectives – The Best Way to Rebalance Portfolios 12-13-2021
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ThinkAdvisor – 5 Tips for Designing a Top Client Portal 12-02-2021
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Financial Planning – Top 6 Client Report Blunders to Avoid 11-11-2021
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Financial Planning – RIA fees: from prix fixe to à la carte 11-09-2021
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Advisor Perspectives – How to Create a Client Survey 11-09-2021
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Financial Planning – 4 tips independent companies can use to build their tech stacks 10-06-2021
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InvestmentNews – More advisory firms using flat fees, Advyzon survey finds 09-14-2021
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Wealth Management Magazine – Advyzon Updates Pershing Integrations, Reveals Rebalancing Tech 07-26-2021
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InvestmentNews – The latest in financial #AdviserTech – June 2021 06-24-2021
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Wealth Management Magazine – WealthManagement.com Announces Finalists for the 2021 Industry Awards 06-01-2021
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Financial Advisor – Advisor Creates An Onramp To Access Bitcoin, Other Cryptos 05-27-2021
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ThinkAdvisor – Fidelity Adds Capabilities to Integration Xchange: Tech Roundup 05-13-2021
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ClearView – The Eighth Annual Family Wealth Report Awards 2021 05-06-2021
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ThinkAdvisor – Tech Roundup: Fidelity Adds More Services for Advyzon Users 04-01-2021
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Financial Planning – 2021 Best Fintechs to Work For 03-31-2021
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InvestmentNews – Advyzon creates ‘simplified’ prospect portal 01-27-2021
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Wealth Management Magazine - Advyzon Adds Prospect Portal, Other Features to Its Platform 12-09-2020
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Citywire - Advyzon adds prospect portal, mobile app to its RIA platform 12-08-2020
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Financial Planning – ‘End of an era’ — and TD Ameritrade 10-06-2020
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Financial Planning – How advisors going indie can assemble their digital toolbox 09-28-2020
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Citywire – Veo One Product Manager Leaves TD for Advyzon 08-31-2020
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Financial Planning – Why Pershing lowered its RIA asset threshold to $100M 08-28-2020
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Citywire – Tech Platform Advyzon Partners with Aptus Capital for Investment Management 07-23-2020
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Financial Planning – How advisor fintechs are adapting to the coronavirus crisis 04-09-2020
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InvestmentNews – The latest in financial #AdviserTech – March 2020 03-30-2020
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Advisor Perspectives – The Key Takeaways from the T3/Inside Information Technology Survey 03-02-2020
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Financial Planning – Tickets to Lollapalooza? Perks from the Best Wealth Management Fintechs 02-07-2020
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Financial Planning – 2020 Best Fintechs to Work For 02-04-2020
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GlobeNewswire - Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities 01-28-2020
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T3 Tech Hub- Advyzon Ups Its Game: An Underappreciated, Compelling Value in a Crowded Field 12-30-2019
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Cision - Advyzon Achieves Major Company Milestone: 500 Clients in Five Years 05-14-2019
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Cision – Advyzon Among Best Fintechs to Work For According to SourceMedia 02-26-2019
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Investor’s Business Daily – Small Business Software: Which Is Best For Financial Advisors? 02-25-2019
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Financial Planning – Working with RIAs can be tricky. Fintech can help 01-25-2019
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T3 Tech Hub - Advyzon Launches Integration with Riskalyze to Streamline Portfolio Management 01-23-2019
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Financial Planning – 2018 Tech Survey 12-06-2018
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Cision - Advyzon Drives Record Growth for Clear Creek Financial Management 06-28-2018
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ThinkAdvisor - Think You Can Take Client Data With You? Think Again 05-31-2018
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T3 Tech Hub - Advyzon: One of the Industry’s Best Kept Secrets 12-15-2017
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Financial Advisor - The Evolution Of The Advisor Platform 07-05-2017
