Latest improvements to increase efficiency for advisors and help energize organic growth.
GAINESVILLE and TAMPA, Fla. – May 16, 2024 - Continuing its ongoing platform innovation in support of independent advisors, TradePMR today announced several enhancements to its integration with Advyzon, the comprehensive wealth management technology and investment management platform for advisors. With a continuous focus on product innovation, Advyzon’s integration with TradePMR provides advisors with increased efficiencies and functions as an integral component designed to help with organic growth.
The integration enhancements announced today include single sign-on (SSO) capabilities that allow users to quickly and seamlessly access the Advyzon platform from TradePMR’s Fusion platform. Advisors can also now directly access client statements and tax documents, Advyzon’s Quantum Rebalancer system for Financial Information eXchange (FIX) trading, Trade File to submit trade orders, and a more seamless client billing process via the Custodian Fee File.
“At TradePMR, our mission is to provide the absolute highest level of support and service to help independent financial advisors reach their goals. The enhancements to the Advyzon integration reflect this commitment,” says R. Scott Victoria, chief operating officer of TradePMR. “Advyzon's efforts to make financial advisors' lives easier with better technology and service aligns seamlessly with our goals. Together, we are working to create an environment that empowers advisors to excel and nurture deeper client relationships.”
Advyzon has a history of success supporting the wealth management industry. Serving more than 1,500 advisory firms, the Chicago-based company provides a cloud-based platform combining portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage, as well as turnkey asset management.
“As we continue to offer the resources advisors need to serve their clients, the partners we integrate with represent a critical access point to delivering on our promise,” says John Mackowiak, chief revenue officer of Advyzon. “These new enhancements with TradePMR reflect that commitment to continually improving our solutions, supporting advisors as effectively and efficiently as possible.”
The Advyzon integration is part of TradePMR’s strategy to offer best-in-class solutions that meet the unique needs of advisors. The Fusion platform was rated in 2024 the No. 1 custodial platform in advisor satisfaction1 and has evolved for more than a decade based on feedback and experience from thousands of advisors.
Victoria adds: “As we further our commitment to fueling advisor growth, the Advyzon enhancements help advisors to amplify their value proposition, unlocking new efficiencies and enabling them to focus on building relationships with clients.”
A webinar for advisors is scheduled for Tuesday, July 30th, at 1:00 p.m. ET, where TradePMR’s Victoria will be joined by Mackowiak from Advyzon to highlight the latest updates and features of the integration. Registration is available here.
Additionally, Advyzon is currently offering a special discount program to TradePMR advisors, providing access to the Advyzon suite of integrated solutions at a discounted rate for one year.
To learn more about the TradePMR platform and how it offers technological tools, support and service to RIAs, visit tradepmr.com.
About Advyzon
Advyzon provides comprehensive, intuitive, cloud-based wealth management technology and investment management services for independent financial advisors and registered investment advisors (RIAs). The Advyzon tech platform combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage, along with investment management services and a model marketplace offered by the firm’s TAMP. A team of entrepreneurs led by CEO Hailin Li, Ph.D., CFA®, Advyzon strives to innovate in strategic and useful ways. To learn more about Advyzon, visit www.Advyzon.com.
About TradePMR
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.
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12024 T3/Inside Information Advisor Software Survey, by Bob Veres and Joel Bruckenstein. January, 2024.
