Advyzon

In this WealthManagement.com video recorded at the inaugural #AdvyzonConference, a handful of advisors share why they love Advyzon and how it helps them to be more efficient in their advisory practice. Watch now: https://lnkd.in/gTqyg3MJ Thank you to Bridget Venus Grimes, CFP®, Maria Hernandez Huerta, CFP®, Emily Jaffe, CFP®, CDFA®, and Brian Deely for your comments!

Excited to share more about the enhancements to our integration with TradePMR! With a continuous focus on product innovation, our integration provides advisors with increased efficiencies and functions as an integral component designed to help with organic growth. The integration enhancements announced today include single sign-on capabilities that allow users to quickly and seamlessly access Advyzon from TradePMR’s Fusion platform. Advisors can also now directly access client statements and tax documents, Advyzon’s Quantum Rebalancer system for FIX trading, Trade File to submit trade orders, and a more seamless client billing process via the Custodian Fee File. Read more in the press release: https://lnkd.in/gvtjRAEH

Advyzon CRO John Mackowiak sat down with Julie Cooling and RIA Channel at the 2024 Wealth Management EDGE Conference to discuss advisors' technology needs, integrating advisors' tech stacks, and how Advyzon's all-in-one platform allows advisors to have a streamlined learning curve, as well as just one tech support team to assist with any questions. Watch the full interview here: https://lnkd.in/gugh_4in

Blended models are a great way for you to combine two or more strategies into one depending on your clients' portfolio needs. We've done a lot in Advyzon to help you: ✔️ Seamlessly blend models together ✔️ Track model performance ✔️ Get specific with settings #featurefriday

Very excited to share more details on our partnership with FINIAT, a leading provider of #wealthmanagement software that enables #financialadvisors to provide turnkey trading for client portfolios. The partnership takes FINIAT’s powerful solutions to the next level by integrating them with Advyzon ’s innovative trading and portfolio management capabilities, enabling advisors to automate and personalize #portfoliomanagement for each client and scale their business with confidence. Read more in our news release published in Yahoo Finance: https://lnkd.in/gECmv2xs #fintech #wealthtech

Managing tasks has never been easier, especially when overseeing tasks across your firm, project, or team. Group your board views by due date, priority, status, case owner, case type, and assignee. Your data, your boards, your configuration. #featurefriday

Thanks to Financial Advisor Magazine for covering our 2024 Asset Allocation study! One of the main trends we saw in this year's study is that the overall cash allocation within client portfolios has been falling since 2020. Brian Huckstep, CFA, CFP®, CIO of Advyzon Investment Management, LLC. (AIM), shared with FA Mag: “If advisors suspect that the entire yield curve is going to go down, it behooves them to be in the longer duration bonds. I believe some people exited cash to move money into longer duration securities with the expectation that the Fed was going to lower rates.” Read more about other trends and findings from our latest #AssetAllocation study: https://lnkd.in/gw2hFTEG

Advyzon's John Mackowiak was quoted in this recent article from Financial Planning and Rachel Witkowski, discussing how quickly evolving tech is making long-term vendor commitment a thing of the past. John notes that new, smaller technology providers are more likely to be acquired by larger organizations, which means the contracts will roll over with the new owner: "So you're then maybe stuck with a vendor that is no longer the vendor that you bought into, and you've got three, four, five years left on an agreement." Read John's full comments here: https://lnkd.in/gt2BR4kA

Data can tell stories. So if your clients ever ask how their portfolio has been performing, Advyzon equips you with the ability to easily dig into the details and relay any gains or losses. #featurefriday

Our third annual Asset Allocation study, revealing trends in how #financialadvisors are #investing client funds, is out now! The white paper looks at how the more than 1,500 advisory firms that use Advyzon for #portfolioreporting allocated client funds at the close of 2023, providing deep dives into the subtle shifts around #assetallocation, a look at the evolution of the equity and fixed income markets over the course of the past 5 years, and more.   Among the highlights: Advisors once again reduced their cash allocations in 2023, and the gap between ETFs and mutual funds widened significantly last year. Read more in our press release published in Yahoo Finance: https://lnkd.in/grdh6b7r And access the full study here: https://lnkd.in/g242Y6rh