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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Advyzon

Profile

Advyzon is the single-source platform built to run the entire advisory firm. Through Advyzon, Advyzon Enterprise Solutions, Advyzon Investment Management, and Auria, it unifies technology, investment management, enterprise infrastructure, and family office capabilities in one real-time environment. Built on a centralized data and code foundation, there are no integrations, no syncing, and no gaps between systems. Everything works together seamlessly, from complex investment strategies and alternatives to reporting, billing, and firm-wide workflows. Its modular, highly configurable architecture supports firms at any scale. With innovation delivered in days, Advyzon gives firms a faster, more efficient, and more intelligent way to operate.