Who to call at Advyzon, and when
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Contract Type
partnership
United StatesFinancial ServicesSoftwareArtificial IntelligenceFinanceFintechDescription
Advyzon Investment Management (AIM) and Syntax Data have announced a partnership to provide financial advisors with the ability to produce highly customized financial portfolios at scale. The partnership integrates Syntax’s indexing capabilities into Advyzon’s comprehensive platform, providing a clear advantage in offering investment-related services to RIAs.
Quick answer
Advyzon and Syntax Data Enter Custom Indexing Partnership (October 22, 2024). Advyzon is based in United States.
- What agreement did Advyzon announce on October 22, 2024?
- Advyzon Investment Management (AIM) and Syntax Data have announced a partnership to provide financial advisors with the ability to produce highly customized financial portfolios at scale. The partnership integrates Syntax’s indexing capabilities into Advyzon’s comprehensive platform, providing a clear advantage in offering investment-related services to RIAs.
- What does Advyzon do?
- Advyzon is a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers.
- Where is Advyzon based?
- Advyzon is based in United States.
Source: Fundz verified event record.
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