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“When I started in this industry 20 years ago, our only solution was to fill out a piece of paper with silly questions to build our clients’ risk profiles. Riskalyze humanizes the entire process and helps bring everything home.”
“Because of the level of relationship we have with our Members, we are able to operate from a place of integrity. We build and test as a community. The work then, is more about validating and verifying the processes we’ve built are upheld.”
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an …
CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time …
Docupace Technologies is the premier provider of secure and compliant electronic processing solutions for financial services firms and their advisors. The company created and implemented the industry's first Web-based, SEC/FINRA …
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