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tru Independence Debuts truView Platform

The experience as a service (EAS) platform uses Advyzon as the foundation and Lumiant will support the behavioral finance aspect.

New yorkUnited statesLee andreattaNicole bellefeuilleRic edelmanKeith feinbergPamela perskiePam perskieAmit dograBlake woodEmily herrupAdvyzon investmentSeven mile advisoryNew york city

Advyzon Named Best All-In-One Software Solution in 2023 Advisor Software Survey from T3 Technology Tools for Today and Inside Information

/PRNewswire/ Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers,.

United statesBob veresLee andreattaJohn mackowiakJoel bruckensteinHailin liSoftware all starTechnology tools forImpact communications incInformation softwareTechnology conferenceAdvyzon investment managementInside information software surveyAll in one softwareInside informationChief revenue officer

Advyzon Investment Management (AIM) Launches Model Marketplace, Nucleus

/PRNewswire/ Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, announced while at the T3 Technology.

United statesJohn mackowiakLee andreattaTechnology tools forImpact communications incInvestment managementAdvyzon investmentChief revenue officerThink againQuantum rebalancerAdvyzon investment management

Advyzon Investment Management (AIM) Continues Growth and Adds Two Key Team Members to Staff

/PRNewswire/ Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, recently announced that they are.

University of illinoisUnited statesTony oulahanBrian huckstepAlex riedelMeghan holmesLee andreattaIbbotson associatesThird bankThomas more universityBusiness administrationFund evaluation groupBusiness development for advyzon investment managementFifth third bankBusiness developmentUniversity of illinois urbana champaign

Advyzon Debuts Its Own Rebalancing Tool

After years of development, Advyzon is making its highly customizable rebalancing tool available to advisors.

Los angelesAlyssa phillipsJohn mackowiakRaymond jamesDirk pearsonTd ameritradeShareholders serviceFinancial informationTrade filesMarch advyzonAdvyzon investment

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