Preview Mode Links will not work in preview mode

Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession.

Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at helping independent financial advisors throughout the various conversations.

Learn more at https://www.ImpactCommunications.org

  1. All Episodes
  2. Advyzon's Quantum Rebalancing Tool with John Mackowiak and Dirk Pearson

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

Apr 11, 2022

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/