Advyzon

Last chance to register for the second annual #AdvyzonConference, taking place February 12-14 in Tampa! Financial advisors will not want to miss out on this convergence of innovation, partnership, and technology, featuring influential speakers and insights on digital transformation, compliance, advisor marketing, investment solutions, and more. Registration closes January 10th: https://lnkd.in/gZ7MCxBA #digitaltransformation #investmentsolutions #portfoliomanagement #wealthmanagement #financialadvisors #wealthtech #fintech

We’re thrilled to announce that John Thiel, visionary leader and CEO of Indivisible Partners, will be a featured speaker at the second annual #AdvyzonConference this February in Tampa! With 27 years of transformative leadership at Merrill Lynch, John has redefined wealth management, driving a cultural shift toward goals-based advice, doubling pre-tax margins, and building a client-first ecosystem that fosters trust and delivers outcomes. Now, as the driving force behind Indivisible Partners, he’s leading the charge to create a wealth management model that integrates cutting-edge analytics, institutional rigor, and client-centric collaboration. John’s insights on advisor empowerment and the future of wealth management are not to be missed. Registration closes on January 10th and seats are filling quickly! Don’t miss this opportunity to hear from one of the most influential voices in financial services. Learn more and register here: https://hubs.ly/Q031s8Hf0 #WealthManagement #FinTech #InvestmentManagement #PortfolioManagement #FinancialServices #WealthTech

Join Brian Huckstep, CFA, CFP®, Chief Investment Officer of Advyzon Investment Management, LLC. (AIM), for an exclusive webinar: 2025 Panoramic Market View. This insightful broadcast will explore the latest trends, challenges, and opportunities within the investment landscape as they pertain to a new year and administration. Brian will provide analysis on evolving market dynamics, emerging economic shifts, and strategies to navigate the changing environment. Discover how AIM’s approach can help you in the new year! Dedicated exclusively to #InvestmentProfessionals – mark your calendars for Wednesday, January 8, 1-2pm CST. Register here: https://lnkd.in/dUEyNJnm See important disclosures here: https://lnkd.in/e6n8wfDe #FinancialAdvisors #WealthManagement #investments #InvestmentManagement #2025Outlook #MarketOutlook

Streamline operations within a growing organization with customized permission sets. Whether you're managing billing settings, client settings, or something else, creating and assigning them to the members at your firm is super easy. The permission management updates help you stay organized and in control. https://hubs.ly/Q0315gJr0 #featurefriday

Discover 'The Power of a True Enterprise Partner' in the latest article from Dave Goes, President of Enterprise Solutions at Advyzon , published in the 2025 Market Outlook issue of Wealth Management Magazine. You can also learn more about why the Nucleus Model Marketplace from Advyzon Investment Management, LLC. (AIM) won a 2024 WealthManagement.com Industry Award! Read here: https://lnkd.in/g-u3B7Q8

We're excited to announce that Catherine (“Cat”) Davies Amacher, CFP®, CEO of Innovayte, will be a featured speaker at the second annual #AdvyzonConference this February in Tampa! With over 25 years of strategic experience in financial services, including leadership roles at Fidelity Investments, Charles Schwab, and Hightower, Cat brings unmatched expertise in building scalable, tech-enabled business service platforms. Early bird registration ends soon, and spots are filling fast! Learn more and register here: https://hubs.ly/Q030nG2r0 #WealthManagement #FinTech #InvestmentManagement #PortfolioManagement #FinancialServices

Only 5 Days Left to Lock Discounted Pricing! Don’t miss your chance to take advantage of the discounted pricing for the second annual #AdvyzonConference, happening February 12-14, 2025, in Tampa, Florida. Secure your spot now: https://hubs.ly/Q030nD-80 Join #financialadvisors and industry professionals for an event packed with insights on digital transformation, compliance, advisor marketing, investment solutions, and more. Explore our exciting lineup of speakers: https://hubs.ly/Q030nxXy0 #WealthManagement #FinTech #InvestmentManagement #PortfolioManagement #FinancialServices

We’re excited to announce that Greg Lowman, Vice President of Advocacy and Policy Communications at Fidelity Investments, will be a featured speaker at the second annual #AdvyzonConference this February in Tampa! With extensive experience in financial policy and advocacy, Greg has been instrumental in advancing strategies that align with Fidelity's strategic objectives. His deep understanding of legislative and regulatory policies will provide valuable insights into the evolving financial services landscape. Early bird registration ends soon, and spots are filling fast! Learn more and register here: https://hubs.ly/Q030ny5W0 #WealthManagement #FinTech #InvestmentManagement #PortfolioManagement #FinancialServices

Did you know you can make inline trade updates after a rebalance? Customize trades directly in the Holdings Overview tab by adjusting shares or dollar amounts, and see changes reflected instantly with a quick refresh. Need to tweak proposed trades? No problem—tailor them to fit your exact preferences. Stay prepared for client meetings by ensuring portfolios are within tolerance levels, all with just a few clicks. Simplify your trading process and deliver tailored solutions with confidence! https://hubs.ly/Q030nG7p0 #featurefriday

We’re excited to welcome Patrick Shaddow, President & CEO of Syntax Data, as a featured speaker at the upcoming #AdvyzonConference! With over 15 years of experience in indexation and financial data services, Patrick has played a pivotal role in driving data sales, licensing processes, and business development within the financial industry. His expertise spans index development, data acquisition, and strategic growth initiatives. We look forward to hearing Patrick’s insights on the evolving role of data in investment strategies. Don’t miss this opportunity to learn from a leading voice in the industry! Early bird registration ends soon, and spots are filling fast! Learn more and register here: https://hubs.ly/Q030d3wc0 #WealthManagement #FinTech #InvestmentManagement #PortfolioManagement #FinancialServices #Advyzon