TradePMR Announces Enhancements to Integration with Advyzon
July 17 2024 - 9:08AM
Business Wire
Latest improvements to increase efficiency for
advisors and help energize organic growth
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 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 fee-only investment
advisors' operations through comprehensive custodial, operational,
and trading support. For more information, visit
www.TradePMR.com.
Follow TradePMR on Twitter, Facebook and LinkedIn for the latest
news, updates, and event information.
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.
________________
1
2024 T3/Inside Information
Advisor Software Survey, by Bob Veres and Joel Bruckenstein.
January, 2024.
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