Category: FinTech

Swift Chat with John Mackowiak and Dirk Pearson: Advyzon's Quantum Rebalancing Tool

4/11/2022

In this Swift Chat video conversation, 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.

Reviewing Tax Returns Can Help Financial Advisors Reassure Clients and Find Planning Opportunities

4/13/2020

Providing insights on tax strategies could be especially helpful for financial planners and their clients right now. No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Reviewing tax returns and providing advice on related planning opportunities can set you apart from the competition. And the good news is that you, as a professional financial advisor, don’t have to become an expert in every little bit of the new and ever-evolving tax code. Nor do you have to maintain a spreadsheet of your own. Now, with the advent of Holistiplan, you can focus more on advising your clients and reassuring them that you are watching out for them, not inputting data and crunching numbers the old fashioned way.

Snappy Kraken Waives Set-Up Fees, Freezes Prices and Enhances their Automated Marketing System for Financial Advisors

3/27/2020

Snappy Kraken continues to be proactive on behalf of advisors during these challenging times, retooling their business model to ensure that advisors can benefit from their offerings to better serve clients amidst the current pandemic.

On Thursday, March 26, 2020, Snappy Kraken sent an open letter to all advisors and to WealthTech firms, describing the changes and encouraging the other tech companies to similarly help advisors address their challenges.

Best Practices Blog

Swift Chat with John Mackowiak and Dirk Pearson: Advyzon's Quantum Rebalancing Tool

Reviewing Tax Returns Can Help Financial Advisors Reassure Clients and Find Planning Opportunities

Snappy Kraken Waives Set-Up Fees, Freezes Prices and Enhances their Automated Marketing System for Financial Advisors

About
This Blog

Kudos for Swift ChatS Podcast

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Best Practices Blog

Swift Chat with John Mackowiak and Dirk Pearson: Advyzon's Quantum Rebalancing Tool

Reviewing Tax Returns Can Help Financial Advisors Reassure Clients and Find Planning Opportunities

Snappy Kraken Waives Set-Up Fees, Freezes Prices and Enhances their Automated Marketing System for Financial Advisors

AboutThis Blog

Kudos for Swift ChatS Podcast

Categories

Archives

About
This Blog