Advyzon

We're so excited to share that we won our very first WealthManagement.com Industry Award last night! The Nucleus Model Marketplace by Advyzon Investment Management, LLC. (AIM) was named the winner in the Model Marketplaces category under TAMPs, and we were thrilled to have Mike Ursitti and John Mackowiak at the #Wealthies awards ceremony to accept this prestigious award. We were also honored to be a finalist in the Portfolio Management and Rebalancing categories, as well as AIM in the TAMPs category - congratulations to all the other winners! See the full list of finalists and winners here: https://lnkd.in/gP43jhky

Brian Huckstep, CFA, CFP?, CIO of?Advyzon Investment Management, LLC. (AIM), joined the?Schwab Network?broadcast last week to discuss the economy, the markets, and the current interest rate environment, noting that?“The bottom might be higher than anyone thought” when it comes to cutting rates. He added that the Fed likes to shock the market to get a bigger move, which?influenced a 50-basis-point cut. Going forward, Brian expects slower and smaller cuts, and thinks neutral rates could be around 3.5%. ? Watch the full interview here for more insights:? https://lnkd.in/eq2ANTAn See?important disclosures here: https://lnkd.in/e6n8wfDe

John Mackowiak attended the?Wealth Management Industry Awards a few weeks ago and participated in a #Wealthies red carpet video interview for?WealthManagement.com, where he?discussed the challenges of traditional fragmented tech stacks and highlighted how Advyzon's all-in-one solution and proprietary tools drive unprecedented efficiency for #financialadvisors. Watch the interview here:?https://lnkd.in/gpEvf9em

We’ve made managing client data easy with the Client Details Report! Quickly run a report to check if your client’s info is up to date. You can even customize it by adding your own custom fields. https://hubs.ly/Q02T56NV0 #featurefriday

We have five of our most-requested workflows to our Workflows App, ready for you to use right away. Customize them to fit your business, and take advantage of newer features like Report Tasks, Emails, and Dynamic Assignments—all built-in! https://hubs.ly/Q02Sdc6y0 #featurefriday

Kartik Srinivasan, President of Advyzon Institutional, discusses digital transformation and shares '3 Starting Points for Transforming Your Practice With AI and Automation' in this recent article he wrote for ThinkAdvisor. Read the full article here: https://lnkd.in/g9ec4sp9

Advyzon’s Report Builder now includes several new report components that enhance the client reporting experience. One of our favorites is dynamically pulling in your information as the advisor, so your clients have more visibility into who you are directly from their report. https://hubs.ly/Q02Rq6YD0 #featurefriday

Artificial intelligence doesn't appear to be?eliminating jobs at financial advisory firms, but it's certainly changing what human #financialadvisors do at their job on a daily basis. John Mackowiak and Mike Ursitti were quoted in this Financial Planning article on how #AI is changing advisors' jobs: 20 years ago, an operations manager would spend hours of their day loading data into their firm's reporting systems. "Then the current generation of #portfoliomanagement systems came along … and the operations manager sitting there was like, 'Shoot, what am I going to do?' Well, the operations manager now gets to help with marketing or they can manage more clients, generate more revenue. Because that person is a linchpin of the business. A job doesn't go away. The job is very different." Read the full article here: https://lnkd.in/gRtPZiDX

ICYMI: Marie Swift interviewed Meghan Holmes, MBA, COO, and Co-Founder of Advyzon Investment Management, LLC. (AIM), in this citybiz article. Watch the interview and learn more about Swift, Holmes, and AIM here:

It never gets old seeing our clients featured in fantastic publications like WealthManagement.com! I had the pleasure of connecting with Dave Tepp, CPA, PFS, MBA over the summer and hearing how much Advyzon has made a positive impact on his business. Hearing from our happy clients will always be my favorite part of the job! https://lnkd.in/gJYVXXrr