Advyzon Launches Turnkey Asset Management Program, Advyzon Investment Management (AIM)
CHICAGO, March 22, 2022 /PRNewswire/ -- Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced the launch of a new turnkey asset management program (TAMP): Advyzon Investment Management (AIM). Executives say that this is the natural evolution of Advyzon's offering based on sentiment gathered via a survey of Advyzon's advisor client base, as well as listening to their expressed needs over the past several years in ongoing consultative conversations.
- New TAMP offering built on Advyzon's cloud-based, award-winning platform is natural evolution based on advisor sentiment
CHICAGO, March 22, 2022 /PRNewswire/ -- Advyzon , a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced the launch of a new turnkey asset management program (TAMP): Advyzon Investment Management (AIM). - Advyzon Investment Management is now available to all current Advyzon users as well as advisors everywhere.
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Advyzon provides comprehensive, intuitive, cloud-based, wealth management technology and now a turnkey asset management program (TAMP) for independent financial advisors and registered investment advisors (RIAs). - The Advyzon tech platform combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage.