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October 5, 2023
/PRNewswire/ -- Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers,...
June 30, 2023
/PRNewswire/ -- Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, has...
June 20, 2023
/PRNewswire/ -- Holistiplan, a tax planning technology solution for financial professionals, today announced that their advisor client base has surpassed...
April 18, 2023
The April edition of the latest in financial #AdvisorTech kicks off with the news that RIA custodial platform Altruist has purchased SSG.
March 30, 2023
/PRNewswire/ -- Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers,...
October 19, 2022
/PRNewswire/ -- Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has been named a...
June 14, 2022
/PRNewswire/ -- Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has for the...
May 13, 2022
/PRNewswire/ -- Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently...