Advyzon with Mark Netjes | E377 - Fintech Impact

What this episode covers

In this episode of FinTech Impact, host Jason Pereira interviews Mark Netjes, EVP of Enterprise Sales and Solutions at Advyzon. Advyzon offers an all-in-one technology platform designed to help financial advisors manage their practices efficiently. Mark discusses the origins of Advyzon, founded by Hailin Li in 2012 after his tenure at Morningstar, and the evolution of the platform from performance reporting and billing to a comprehensive suite including CRM, trading, rebalancing, client portals, document management, and outsourced investment solutions. The discussion highlights Advyzon's focus on integration, efficiency, and scalability, making it suitable for both small firms and large enterprises. They also touch on Advyzon's approach to modularity, integration with third-party software, and future developments in AI and other advanced features. Hosted on Acast. See acast.com/privacy for more information.

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Frequently Asked Questions

How long is this episode of Fintech Impact?

This episode is 27 minutes long.

When was this Fintech Impact episode published?

This episode was published on May 27, 2025.

What is this episode about?

In this episode of FinTech Impact, host Jason Pereira interviews Mark Netjes, EVP of Enterprise Sales and Solutions at Advyzon. Advyzon offers an all-in-one technology platform designed to help financial advisors manage their practices efficiently....

Can I download this Fintech Impact episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.