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How Advyzon Is Simplifying Scale With Manager-Traded Strategies
Автор: WealthManagement Informa
Загружено: 2026-03-02
Просмотров: 1
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Advisors are being asked to do more than ever, often without more time or headcount. Meghan Holmes, COO of Advyzon Investment Management, discusses the launch of Advyzon’s manager-traded strategies and what they signal for the future of advisor operations. Holmes explains how centralizing investment management, trading, and technology within a single workflow helps advisors scale without sacrificing personalization, while thoughtfully integrating AI and compliance to support long-term growth.
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