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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.

Predictive Intelligence
Strategic

ML-powered predictions for Advyzon Investment Management (AIM) and FINIAT's next move

Learn about Strategic plan

Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.