Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, announces the dates and location of the second annual Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida.
The inaugural Advyzon Conference took place earlier this year, held February 20-22, 2024 in Phoenix, Arizona, and combined storytelling, immersive programming, and unrivaled technology. The event was not just a user forum, but an influential industry event with not only clients of Advyzon in attendance, but industry thought leaders, influencers, consultants, media, integration partners, and financial advisors and financial services firms of all kinds.
The conference featured influential keynote speakers – including Matthew Luhn, Jeff Kilburg, and Nikolee Turner – educational breakout sessions, an exhibit hall with a variety of vendors and service providers, media opportunities, social events, networking, office hours for one-on-one training, and more. Click here to see videos and highlights from the conference on social media.
In addition, several key enhancements of the next generation platform – which includes a new mobile app, workflow automations, artificial intelligence capabilities, and rebalancing tax optimizations – were announced. Plus, two new executive team members were introduced: Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales.
Advyzon also announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions at the conference, where RIAs using Apex’s robust custody and clearing platform can harness the power of Advyzon’s award-winning, intuitive technology platform for advisors. The integration includes new account opening workflows, initial account funding, money movement, custodian fee file submission, and FIX trading.
WHERE EXCEPTIONAL TECHNOLOGY AND UNMATCHED SERVICE COME TOGETHER
For the second annual conference, Advyzon plans to have even more prominent keynote speakers and industry thought leaders, hyper relevant breakout topics, leading service providers in the exhibit hall, and Advyzon-focused sessions in order to help advisors get the most out of the highest-rated comprehensive technology platform in the industry. They also plan to offer multiple tracks for advisors depending on their needs and interests.
“Our inaugural conference was a huge success and we got rave reviews,” said John Mackowiak, Chief Revenue Officer of Advyzon. “We set a high bar and now we intend to raise it, implementing attendee and sponsor feedback to make sure everyone leaves feeling they attended one of the best conferences in the industry.”
Registration for the 2024 Advyzon Conference will open soon, and advisors and sponsors interested in attending can sign up for the Early Bird list to receive registration alerts.
ADVYZON NAMED ONE OF THE BEST PLACES TO WORK IN FINTECH BY AMERICAN BANKER
Advyzon was recently recognized and honored by multiple prominent industry publications. In the Best Places to Work in Fintech 2024 list published by American Banker, Advyzon came in at #34 in the rankings of fintech firms thanks to the company’s pet-friendly office, beer fridge, 401(k) match, and many other perks and benefits.
The ranking was compiled in cooperation with the Best Companies Group and involves a two-step selection process. For the first part, applicants completed a thorough survey covering their policies and the benefits they provide to workers. For the second part, employees completed an engagement and satisfaction survey. To learn more about the selection process and to see the full list, please click here.
ADVYZON NAMED A FINALIST IN THE 2024 WEALTH MANAGEMENT INDUSTRY AWARDS
In addition, Advyzon was named a finalist in the 2024 WealthManagement.com Industry Awards – an annual competition and industry-leading awards program often referred to as ‘The Wealthies’ – for the fourth consecutive year. In the 2024 awards, Advyzon was named a finalist in two categories under Technology Providers: ‘Rebalancing’ and ‘Portfolio Management, Accounting & Performance Reporting’ – highlighting Advyzon’s Quantum Rebalancer and the inaugural Advyzon Conference.
Additionally, Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, was also named a finalist in two categories: ‘TAMPs’ and ‘Model Marketplaces’ – highlighting the launch of the AIM platform and the Nucleus Model Marketplace.
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