Advyzon

For the 8th straight year, we've been named the highest rated-solution in the 'All-in-One' Software category of the annual advisor software survey from T3 Technology Tools for Today and Bob Veres' Inside information! In the #T32025 survey results, we received an 8.88 rating in All-in-One and jumped up to the top of the list in terms of market share. We also scored highly and gained significant market share in the CRM, Document Management, Portfolio Management / Reporting Tools, and Trading / Rebalancing categories. "Advyzon’s rise has been remarkable; over the past couple of years it has rounded out its offering with a sophisticated rebalancing solution and a sophisticated upgrade to its CRM with advanced workflow capabilities. Its user rating (8.88) suggests that it will be contributing to [the All-in-One] category’s market share going forward." We're thrilled to continue to receive this recognition year after year because it validates the stellar reviews we hear from our clients every day. At Advyzon, we're not just building software - we're building solutions that transform how financial advisors connect with and serve their clients. Access the full survey results here: https://lnkd.in/gw8Kb_bC Request a demo here: https://lnkd.in/gyYxtYXw #financialadvisors #wealthmanagement #wealthtech #fintech #advisortech #advisorsoftware

In this recap article of the #T32025 T3 Technology Tools for Today Conference, Family Wealth Report highlights trends, themes, and 'Software Superstars' - highlighting Advyzon for "taking center stage at the latest T3 Advisor Conference": "Rising software company Advyzon quadrupled its #CRM market share, emerging?as the leader in the 'All-In-One' product category. It achieved one of the highest user satisfaction ratings among #portfoliomanagement products, as reflected in the annual T3/Inside Information Advisor Software Survey of more than 2,000 financial advisors. T3?principal and #fintech consultant Joel Bruckenstein pointed to Advyzon’s 'outstanding' user rating from advisors and the fact that its products, unlike many of its legacy competitors, are fully integrated and 'built from the ground up'." Read more here: https://lnkd.in/ewa_qNVf #wealthtech #advisortech #financialadvisors #wealthmanagement

Advyzon was named a 'Software All-Star' a whopping 5 times in the 2025 Advisor Software Survey from T3 Technology Tools for Today and Inside Information - more All-Star nods than any other technology firm featured in the survey. We finished as a market share leader and achieved "extraordinary" (8.0+) average user ratings in all 5 categories we were featured in: All-In-One Platforms, CRM, Portfolio Management & Reporting, Trading & Rebalancing, and Document Management - plus maintained the highest rating in the All-In-One category for the 8th consecutive year, while for the first time capturing the most market share in the All-In-One category. The report shows that in addition to being the highest rated All-In-One solution, one could plausibly call Advyzon a best-of-breed solution in each of the various categories we fit into. “Advyzon’s rise has been remarkable," the report notes. “Advyzon seems especially poised to continue its challenge of the market share leaders.” Ready to make the switch to the highest rated all-in-one platform? Request a demo here: https://lnkd.in/gyYxtYXw Access the full survey results here: https://lnkd.in/gw8Kb_bC #financialadvisors #wealthmanagement #wealthtech #fintech #advisortech #advisorsoftware

Citywire details the battle for Morningstar Office users in light of Morningstar retiring the platform, highlighting how our team's "experience gives Advyzon a major advantage over the competition": "Taking a more bespoke approach is Advyzon, founded by Hailin Li, Ph.D., CFA, a longtime Morningstar executive and one of the original architects of Morningstar Office. Numerous current Advyzon executives and sales team members had lengthy stints at Morningstar, including Advyzon CRO John Mackowiak, who was the first salesperson dedicated to Morningstar Office upon its launch in 2004," the article noted. "We know the ins and outs of that product as well or better, even, than some of the Morningstar folks do today," Mackowiak said. "We’ve already done hundreds of these conversions given our background, given the relationships we’ve built over the years." Read more: https://lnkd.in/g8FuRxGU

WMTV host Shannon Rosic shares highlights and key takeaways from last month's #AdvyzonConference in this recap article on WealthManagement.com. "If the wealth management industry has a pulse, it was beating loud and clear in Tampa at the Advyzon Conference 2025. This year’s theme, "A Convergence of Technology, Innovation, and Partnership," wasn’t just a tagline—it was the foundation of a conference that has quickly become a must-attend for RIAs and fintech professionals alike. With attendance doubling year-over-year, Advyzon has firmly established itself as a rising force in the #wealthtech space." Read more: https://lnkd.in/gFa4ZNRx

The Bold Bet That Paid Off: Advyzon's Journey from Industry Outlier to 8-Time Champion When everyone was chanting the "integration" mantra in 2014, Advyzon zigged while others zagged by building an all-in-one platform with a CRM core. At the T3 2025 Conference in Dallas, a group of their top execs revealed how they see their contrarian bet reshaping wealthtech. Key takeaways from the panel: ?? The industry plot twist is here - advisors are abandoning the "piece together your tech stack" approach in favor of comprehensive platforms. This is a huge problem for our hybrid #RIA clients who've invested heavily in multiple disconnected systems. ?? Advyzon has been named best all-in-one platform for the 8th consecutive year in the T3/Inside Information survey. (I've verified this personally - they're consistently outperforming competitors in client satisfaction across individual categories too). ???? The panel featured several Morningstar alumni who've joined Advyzon - including Kartik Srinivasan (President of Institutional) and Dave Goes (President of Enterprise Solutions). This shows how they're drawing experienced talent to expand beyond their traditional #RIA base. ?? Their newest offering targets UHNW clients with complex needs - think multiple trusts, legal entities, and ownership structures. They're looking to move upstream into institutional firms and family offices, but this is going to be a tough nut to crack considering the competition. Envestnet | Tamarac owns 35% of the $1B+ AUM RIAs and Addepar ($6 trillion in assets under administration) has big market share in family offices. ?? On integrations: Advyzon takes a deeper approach beyond single sign-on - they're focused on meaningful data exchange. They claimed that their Schwab integration allows them to leverage nearly all available API functions (I've heard this before from other vendors, so I'm going to need verification). ?? AI capabilities are coming, with the team emphasizing the advantage they will have over every other vendor rushing to build AI stems from their unified data model. Their recently released AI Support Assistant is just the beginning, and they believe that phone support isn't going away (a practical consideration many vendors overlook). Looking at Advyzon's strategic moves, I'm reminded of what happens when a tech platform reaches escape velocity. They've secured their core market, and now they're simultaneously expanding upmarket (vertically) while having success with enterprise clients with their single-code architecture and expanding horizontally into asset management. The real question isn't about consolidation anymore - it's whether Advyzon can maintain their service culture as they bring on more multi-billion-dollar clients alongside the independent advisors who built their reputation. #wealthmanagement #financialadvisors #financialplanning #technology #T32025 #portfoliomanagement?

Thanks for the shoutout Bob Veres! Great to see you at #T32025 this week.

Have you heard the news? Advyzon recently achieved very high client satisfaction ratings and significantly increased market share in multiple categories of the?2025 Advisor Software Survey from T3 Technology Tools for Today and Bob Veres' Inside Information?– including earning the highest rating in the All-In-One Software category (8.88) for the eighth consecutive year, and for the first time, becoming the market leader in the category by capturing a 9.96% market share. In addition to becoming the market leader and maintaining the highest rating in the All-In-One category, Advyzon achieved “remarkable” ratings and roughly tripled market share in all five categories we were included in – denoting that one could plausibly call Advyzon a best-of-breed solution in each of the various categories we fit into. Other trends and takeaways included that Advyzon is gaining ground among larger firms and “generates user enthusiasm across the full spectrum of users”, and that “Advyzon has managed to keep its users from straying into the best-of-breed landscape”, unlike most other All-In-One solutions. Read more in the news release published by Yahoo Finance: https://lnkd.in/gXaTtZY2

We had a blast last night after day two of #T32025 at the Friends of Impact VIP/Media Party! Electric Shuffle in Dallas, TX was the perfect place to share drinks, games, and priceless conversations with great company. Thank you to everyone who made it a night to remember! We couldn’t have done it without our sponsors: Myriad Advisor Solutions, Syntax Data, Advyzon , Libretto, Kwanti

Big thank you to Kartik Srinivasan for kicking off our content today... AND kicking off our #T3SocialCam here at #T32025. You can catch him MC-ing the main stage for the rest of the day and speaking on the Advyzon + Advyzon Investment Management, LLC. (AIM) panel tomorrow (Wednesday, March 5). ?? getting a sneak peek of what your favorite tech providers are working on is one of the best parts of any #T3Conference ??