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Advyzon Investment Management (AIM) Partners with FINIAT to Provide Turnkey Trading and Portfolio Management
Jul 09, 2024•almost 2 years ago
Contract Type
partnership
ChicagoFinancial ServicesSoftwareFintech
Description
Advyzon Investment Management (AIM) partners with FINIAT, a leading provider of wealth management software, to enhance FINIAT’s turnkey platform by integrating it with Advyzon’s trading and portfolio management capabilities. The partnership enables financial advisors to effortlessly maintain optimal portfolios, prioritize high-value activities, and handle the intricacies of portfolio management while the platform provides explainable adjustments using an active approach.
Company Information
Company
Advyzon Investment Management (AIM) and FINIAT
Location
Chicago, Illinois, United States
About
Advyzon Investment Management (AIM) is a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon. FINIAT is a leading provider of wealth management software that enables financial advisors to provide turnkey trading for their client’s portfolios.
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ChicagoFinancial ServicesSoftwareFintech