Mark Netjes, EVP Enterprise Sales at Advyzon, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how Advyzon has grown by offering an all-in-one, customizable technology solution for advisors.
Over Netjes’ ten years at the firm, Advyzon has grown from 6 to over 90 employees, all of whom receive equity. As the firm has grown from 20 to over 1,800 clients, the features and functionality of the platform continue to grow and improve. Advyzon has launched an investment management group and an institutional group, which recently released the Auria Platform. The enterprise solutions group works with the largest RIAs with more than $5 billion in AUM, broker-dealers, and bank wealth channels. Advyzon offers both full platform and modular solutions to enterprise clients.
The firm hasn’t grown through acquisitions, but by building a platform with a single source code. This makes the platform nimble, scalable, and easy to use. Advyzon has earned the highest rating in the All-In-One Software Category for eight straight years in the T3/ Inside Information Advisor Software Survey. Advyzon partners with advisors, listening to their needs and building unique and white label platforms.
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