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

Advyzon Investment Management, LLC. (AIM) just won a WealthManagement.com Industry Award for Model Marketplaces and Advyzon was named a finalist in the ThinkAdvisor Luminaries Awards! Read about the developments and achievements that led to these recognitions in our latest news release, published in Yahoo Finance: https://lnkd.in/gFUG92Ej

While many financial advisors are jumping head first into advisor #AI applications, many tech execs warn advisors to not adopt AI tools just because of FOMO. Advyzon CRO John Mackowiak participated in a roundtable with other #wealthtech leaders last week at the Financial Planning offices in NYC, and was featured in this recent article from Rachel Witkowski: "These tools are out there that are cool, but everyone should take an extra step and ask, 'What's under the hood? How's my data protected?' And make sure that sensitive client data in particular - which is what most financial advisors are going to be working with by definition - be careful where you're putting it." Read the full article here: https://lnkd.in/gdSUXCTh

Very excited to announce that we've been named a ThinkAdvisor 2024 Luminaries Awards Finalist in two categories! The first is for the Unified (All-in-One) Systems Firm Award in Innovation - thanks to our entire team for helping us build the highest rated all-in-one platform in the industry and for helping us earn this recognition! The second is for the Executive of the Year Individual Award, featuring our CEO Hailin Li, Ph.D., CFA. No one is more deserving! Learn more and see the full list of categories and finalists here: https://lnkd.in/gcZRCnp2

Looking for new ways to make your to-do list more attainable? List your overarching task at hand, and create as many sub tasks as you need to help fulfill each overarching one. With an easy way to structure your day, you'll be marketing these tasks complete in no time! #featurefriday

John Mackowiak wrote this bylined article for Financial Advisor Magazine, discussing how an advisory firm's modern technology stack can be appealing to buyers throughout the M&A process: "Private equity firms often seek to acquire businesses with strong operational efficiencies and scalable technology. A robust tech stack can significantly enhance the firm's value by demonstrating streamlined operations and the potential for growth." Read the full article here: https://lnkd.in/g-VBbGFA

We understand that time is your most valuable asset, so imagine streamlining your work, performing less clicks, and focusing on what truly matters—your clients! 💪 With integrated To-Do Lists, you can do these things as well as quickly identify urgent tasks and prioritize your day effectively, or simply change your task due dates from a quick view option. Simple. Fast. Efficient. #featurefriday

What's the #1 CRM for #financialadvisors? According to Joe Moss and Conneqtor.org, it's Advyzon! "I actually think the core of Advyzon is CRM… after all, #CRM is the most adopted tool for advisors, and while Advyzon does do billing, trading, portfolio reports and all kinds of other stuff, the core of it is the Client Household record - and all the other contacts you might want to track. So, believe it or not, Advyzon is the #1 CRM in #AdvisorTech." Read more here: https://lnkd.in/gGWD2BDu

You love meeting with your clients; you don't love the hassle of scheduling annual reviews. With Advyzon, you can save your energy for your clients and... 👍 Track client reviews 👍 Automate your review cycle 👍 Engage with the extras #featurefriday

Brian Huckstep, CFA, CFP®, CIO of Advyzon Investment Management, LLC. (AIM), wrote this recent article for the Midyear Outlook issue of Wealth Management Magazine, published by WealthManagement.com, discussing trends from the 2024 Advyzon Asset Allocation Study. Some of the major takeaways: - Cash it Not King: There was a significant decrease in cash allocations - ETFs Take the Throne: ETFs have overtaken mutual funds as the top choice for advisors - The Shifts in Equities and Fixed Income: Advisors are leaning into mega-cap stocks, while allocations to fixed income took a dip Read the full article for more insights and other trends to keep an eye on the rest of the year: https://lnkd.in/gU5jX7eC