Advyzon

In a world where M&A deals are reshaping financial services, large enterprises face unique challenges to stay agile, cohesive, and competitive. Join Advyzon at the 2024 Charles Schwab IMPACT? Conference as we showcase Advyzon Enterprise Solutions—a comprehensive solution designed to address the complexities of M&A growth with an integrated, single-platform experience. Featuring Dave Goes, President of Enterprise Solutions, and Scott Smith, Chief Revenue Officer of Advyzon Investment Management, LLC. (AIM), the insightful presentation will take place Wednesday, November 20th at 3:45pm on Showcase Stage C in the exhibit hall. Don't miss this chance to see how Advyzon is empowering firms to leverage M&A for strategic growth! See important disclosures here: https://lnkd.in/gPvpkKT8 #SchwabIMPACT #mergersandacquisitions #advyzon #advyzoninvestmentmanagement Schwab Advisor Services

In this #SwiftCam interview at the #SchwabIMPACT conference happening now in San Francisco, Colin Swift chats with Scott Smith, Chief Revenue Officer of Advyzon Investment Management, LLC. (AIM). Smith discusses his conference experience and shares details on the session he'll be presenting this afternoon with Dave Goes on enterprise solutions, and also discusses Advyzon’s brand-new product, Auria, which was announced earlier this week. Watch here:

In this #SwiftCam interview, Colin Swift speaks with Kartik Srinivasan, President of Advyzon Institutional, at the #SchwabIMPACT conference in San Francisco, CA. Srinivasan, a former Charles Schwab / Schwab Advisor Services executive and longtime conference attendee, discusses his experience returning to the event this year. He also shares a bit about Advyzon’s brand-new solution for #familyoffices and #UHNW clients: Auria. Watch here:

Join Advyzon and Advyzon Investment Management at #SchwabIMPACT! Our team is thrilled to be at IMPACT by Charles Schwab / Schwab Advisor Services, showcasing Advyzon Enterprise Solutions—our comprehensive, single-platform solution designed to simplify the complexities of M&A growth. Visit us at Booth 524 to learn how we’re transforming the future of financial advisory services. Plus, don’t miss our insightful presentation featuring Dave Goes, President of Enterprise Solutions and Scott Smith, Chief Revenue Officer of Advyzon Investment Management, LLC. (AIM), taking place today at 3:45om on Showcase Stage C in the Exhibit Hall. Stop by our booth, catch the presentation, and discover how Advyzon is helping firms thrive in today’s competitive landscape. We can’t wait to connect with you! #FinancialAdvisors #WealthTech #AdvisorGrowth #FinTechInnovation

We’re so excited about our partnership with Syntax Data! Visit us at Booth 524 at #SchwabIMPACT to learn more. ? We look forward to connecting with #financialadvisors and partners to share more about how AIM and Syntax are transforming the future of financial #portfoliomanagement. ? See important disclosures here: https://lnkd.in/daAnEATM Charles Schwab / Schwab Advisor Services

Registration for the second annual #AdvyzonConference, taking place February 12-14, 2025 in Tampa, Florida, is?now open?for #financialadvisors and other industry professionals - and the Early Bird rate only runs through the end of the month! Learn more and capture the Early Bird price here: https://lnkd.in/g-pgCf-v A convergence of technology innovation and partnership, the 2025 Advyzon Conference will feature prominent speakers and industry thought leaders covering digital transformation, compliance, M&A, advisor marketing, investment solutions, industry trends, and more. Check out our initial exciting lineup of speakers here: https://lnkd.in/g_eZQmVY #wealthmanagement #fintech #investmentmanagement #investmentsolutions #portfoliomanagement #financialservices

Did you hear the big news? Yesterday, we announced #Auria, a new product offering from Advyzon Institutional. Purpose built for the needs of #FamilyOffices and #UHNW investors, Auria signifies our commitment to redefine family #wealthmanagement. Launching in Q1 2025, Auria includes all the great capabilities available in the award-winning Advyzon platform – CRM, data aggregation, #portfoliomanagement, performance reporting, trading and rebalancing, and secure document management. Additionally, the product includes new features tailored for the needs of complex clients, including enhanced net worth tracking, robust alternatives management and reporting, handling of hashtag #multigenerational families and entities, and sophisticated visualization of clients and their assets via the Wealth Blueprint. A singular experience for family offices and UHNW clients. Learn more on the Auria website and watch Kartik Srinivasan share additional details, as well as a preview of the Auria platform: https://advyzonauria.com/ #AdvyzonAuria #institutionalinvestors

We're so excited to announce #Auria, a new product offering from Advyzon Institutional for #FamilyOffices and UHNW clients! The complexities of wealth are no longer burdened by complicated technology. Evolving from the Advyzon all-in-one platform, Auria is purpose built for the needs of #UHNW clients and unites essential capabilities – #portfoliomanagement, performance reporting, and CRM – into a single, seamless interface, while also empowering advisors to manage intricate entities, track #alternativeinvestments, provide families with a holistic view of their total wealth, and more. Read more in our news release published today in Yahoo Finance: https://lnkd.in/gW__F2bg Learn more on the Auria website and hear comments from Kartik Srinivasan in an announcement video that also shares a first look at the Auria platform: https://advyzonauria.com/ ? #AdvyzonAuria #institutionalinvestors

Visit Advyzon at Schwab IMPACT 2024 – Booth #524! We’re excited to share the latest in Advyzon technology, our award winning Advyzon Investment Management platform, and introduce you to the Advyzon Enterprise Solutions team. Booth Highlights: - Live Demos: Discover firsthand how Advyzon’s comprehensive platform and AIM capabilities can help elevate your practice. - Connect with our leadership team and learn about our newest product offerings and enhancements - Spa Water & Swag: Refresh and recharge while you explore! We are ready to connect and provide an exceptional experience. Make sure to stop by—we're here to answer questions and showcase how Advyzon can support your firm’s growth! See important disclosures here: https://lnkd.in/gD-qGirr #SchwabIMPACT #advyzon?#oneplatform

We're proud to support Uptick Partners, offering a new platform centered around a customized version of Advyzon and created to help?#financialadvisors?from captive?#brokerdealers?go independent. ? Read more in?WealthManagement.com:? https://lnkd.in/gzYtpZj3 ? Important Disclosure Statement: Statements made by Advyzon in this communication that indicate approval, support, or recommendation of Uptick are considered endorsements. Uptick has a business relationship with Advyzon and Advyzon Investment Management, LLC “AIM.” AIM is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of Advyzon. No cash compensation was paid to these parties for their statements; however, Advyzon and AIM receive compensation from Uptick for their use of Advyzon’s technology and AIM’s investment management services.?