Advyzon

Registration for the second annual #AdvyzonConference - taking place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida - is now open for #financialadvisors and other industry professionals! Learn more and register here: https://lnkd.in/gft8849Y 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, highlighted by: - Daymond John, Founder/CEO of FUBU The Collection, LLC and Star of Shark Tank ABC - Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab - Nyle Bayer, CMO of Future Proof - Joel Bruckenstein, President of T3 Technology Tools for Today - Catherine (“Cat”) Davies Amacher, CFP®, CEO of Innovayte - Marie Swift, CEO of Impact Communications, Inc. - Marketing & PR - Kelly Waltrich, CEO of Intention.ly - Patrick Shaddow, CEO of Syntax Data Plus members of the Advyzon and Advyzon Investment Management, LLC. (AIM) teams leading Advyzon-focused sessions - along with office hours - in order to help advisors get the most out of the highest-rated comprehensive #wealthtech platform in the industry. #wealthmanagement #fintech #investmentmanagement #investmentsolutions #portfoliomanagement #financialservices

Brian Huckstep, CFA, CFP®, Chief Investment Officer of Advyzon Investment Management, LLC. (AIM), was featured on the latest episode of the Early Bird Podcast, discussing investment trends, the market outlook, and sectors and asset classes to pay attention to depending on the outcome of the 2024 U.S. Presidential Election. "When investors are pretty certain about who's going to win the election, some of the investment ideas get baked in well ahead of the election. When you're uncertain, you can really get some knee-jerk reactions the day after the election." Listen here: https://lnkd.in/gMU4Rq5Y Views expressed by Brian Huckstep in this podcast are his personal views and opinions, are subject to change without notice, and should not be considered investment advice. Mentions of specific securities should not be considered a solicitation to buy or sell that security. Investors should be aware of the risks of investing, and should consult with their financial professional as they deem necessary.

With Advyzon’s New Account Opening alerts, you can stay on top of all client account activity as soon as it happens! Get notified any time a new account is opened via data feed, so you’re always in the loop. Easily verify account details, confirm ownership, and ensure everything is mapped correctly—all in just a few clicks. Keep client information current and never miss a beat! https://hubs.ly/Q02WFG2c0 #featurefriday

Our own Charles Rowlan, CFP®, CIMA® was quoted in this article from InvestmentNews exploring the role that commissions now play for #financialadvisors: https://lnkd.in/gM5gEPsp More insights on advisor fee structures and billing trends in the upcoming annual Advyzon Billing & Fee Study!

If you are at the NAPFA Conference, stop by Booth 202 to meet John Owens and Jason Prichard and see how our platform can help your advisory business grow. Looking forward to connecting, learning, and growing together! See you there! #NAPFA2024 #Advyzon #Fintech #AdvisoryTech #EmpoweringAdvisors

Join Advyzon at the NAPFA Conference in Nashville next week! We’re proud to sponsor the event and look forward to showcasing how our innovative technology is helping advisory businesses thrive. Visit us at Booth 202 to meet John Owens and Jason Prichard and learn more about how we can support your firm’s growth. Don't miss this opportunity to connect, learn, and grow with us! See you there! #NAPFA2024 #Advyzon #Fintech #AdvisoryTech #EmpoweringAdvisors #NAPFANashville @NAPFA - National Association of Personal Financial Advisors

With Advyzon, you can now customize Two-Factor Authentication (2FA) settings for your clients, giving you full control over their security methods in the client portal. Use our new Mass Update feature to apply 2FA settings across all clients effortlessly. Protect sensitive info, enhance client confidence, and keep cyber threats at bay! https://hubs.ly/Q02VV_Hj0 #featurefriday

Join Advyzon at the Raymond James EMPOWER Conference in Chicago this week! At Advyzon, we’re showcasing how our innovative technology is empowering advisory businesses to thrive in a rapidly evolving landscape. We’re thrilled to be a proud Sponsor of this incredible event, designed to equip you with new tools, spark idea-sharing, and keep you ahead of industry trends! Visit us at Booth 101 to meet our team members, Mark Netjes and Matt Braatz, and discover how we can help take your advisory practice to the next level. #EMPOWER2024 #Advyzon #Fintech #WealthManagement #IndustryTrends

Our very own Ryann R. was recently published in ThinkAdvisor, sharing some insights and strategies to empower women and help firms close the gender gap in the #fintech space - including through mentorship and sponsorship, rethinking networking opportunities, evaluating internal practices, promoting women to leadership roles, and more. Read her article here: https://lnkd.in/gDEV4zk6

We're so excited to share that registration for the second annual #AdvyzonConference - taking place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida - is now open for #financialadvisors and other industry professionals! Read more in the news release, where we share the initial lineup of speakers, highlighting keynoter and entrepreneur Daymond John, and announce our recommitment to the Tampa community in the wake of Hurricane Milton: https://lnkd.in/gz9zBrt8