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FeeX and Advyzon announce integration to help advisors

By Edlyn Cardoza

October 08, 2021

  • Advyzon
  • Asset Management
  • FeeX
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FeeX, Advyzon, USAFeeX, a FinTech company that enables financial advisors to trade and manage held away assets, recently announced a technology integration and partnership with Advyzon, an all-in-one, cloud-based financial advisor technology platform. Bringing together the two platforms will further streamline management for financial advisors, allowing them to focus on delivering maximum value to their clients.

“We’re excited to partner with Advyzon to help financial advisors provide deeper, more holistic service to their clients, regardless of where their assets are located,” said Dave Goldman, VP of Business Development at FeeX. “Our mission is to help individuals retire wealthier. This relationship makes it possible for more people to benefit from professional financial advice across their entire portfolio.”

The technology integration will allow Advyzon customers to use its current performance reporting capabilities to view and report on the held away assets they manage through the FeeX platform. These assets are also visible to investors via Advyzon’s portal & mobile app. The resulting all-in-one view and account management efficiencies will help advisors provide more comprehensive advice tailored to each client’s financial goals.

For many Americans, held away assets, such as those in 401(k) and other retirement accounts, are their primary means of long-term savings. Third-party studies, such as one by business services provider Aon Hewitt, show that professionally managed retirement accounts can outperform self-directed accounts by more than 3% per year, net of fees. Over a 20 year time period, that can mean more than 79% more wealth for advisors’ end clients.

“The assets in held away and retirement accounts are often underserved. This partnership presents advisors with a significant opportunity to strengthen relationships with their clients and add additional value,” said Hailin Li, Advyzon’s Founder and CEO. “This helps individual clients grow their portfolios, while also helping advisors grow their businesses with both existing clients and new clients. We look forward to working with FeeX to support our advisors in their management of all of their clients’ accounts.”

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