advyzon

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot and happening at #T32024. From intriguing presentations on the main stage to all the fintech on display in the exhibit hall - and all the celebrations in between - hear the biggest takeaways and insights from:

• David Drucker, formerly with T3 Technology Tools for Today
• Christine Cherry of Advisor Circle
• John Rajes of LPL Financial
• Christophe Gauthron of Kwanti
• Patricia Jennerjohn of Focused Finances, LLC
• John Mackowiak of Advyzon
• Jim Sinai of Vanilla
• Jen Ferguson of XLR8

In this podcast special recorded live in the T3 Podcast Station powered by Myriad Advisor Solutions at the 2023 T3 Technology Tools for Today Advisor Conference, co-hosts Marie Swift and Jonny Swift speak to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32023. From intriguing presentations on the main stage to all the fintech on display in the exhibit hall, hear the biggest takeaways and insights from:

• Joel Bruckenstein of T3 Technology Tools for Today
• Bob Veres of Inside Information
• John Mackowiak of Advyzon
• Brian Edelman of FCI
• Spenser Segal of ActiFI
• Nitin Seth of Incedo
• Mark Hurley of Digital Privacy & Protection
• John O'Connell of The Oasis Group
• Craig Iskowitz of Ezra Group
• Jason Stipp and Thomas Aviles of Morningstar
• Erin Goss of Blue Chip Partners

In this Swift Chat, Marie Swift of Impact Communications speaks with John Mackowiak, Chief Business Development Officer, and Dirk Pearson, Chief Product Officer at Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers that includes portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage. Advyzon helps advisors streamline their operations so they can focus on growing their business. The trio discusses the growth of the company, Advyzon's new Quantum Rebalancing tool, and a few teasers of upcoming features Advyzon is working on.

For more information on Advyzon, please visit https://www.Advyzon.com/