John Mackowiak's guest appearances

John Mackowiak

WealthTech Today

TacoTech

Swift Chats in the Financial Services Industry

OwlTail

On todays episode we catch up with John Mackowiak Chief Business Development Officer at Advyzon on the trends he noticed on the T3 survey results, the M&amp;A activity and how Advyzon builds to fit their advisors needs. He also drops his love for a very special taco shop thats near and dear to him

On todays episode we catch up with John Mackowiak Chief Business Development Officer at Advyzon on the trends he noticed on the T3 survey results, the M&amp;A activity and how Advyzon builds to fit their advisors needs. He also drops his love for a very special taco shop thats near and dear to him

Coming LIVE from T3 2022- John Mackowiak Chief Business Development Officer at Advyzon 

In this Swift Chat, Marie Swift of Impact Communications speaks with John Mackowiak, Chief Business Development Officer, and Dirk Pearson, Chief Product Officer at Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers that includes portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage. Advyzon helps advisors streamline their operations so they can focus on growing their business. The trio discusses the growth of the company, Advyzon's new Quantum Rebalancing tool, and a few teasers of upcoming features Advyzon is working on. For more information on Advyzon, please visit https://www.Advyzon.com/ 

In this Swift Chat, <a href="https://www.marieswift.com" rel="noopener nofollow" target="_blank">Marie Swift</a> of Impact Communications speaks with <a href="https://www.linkedin.com/in/mackowiakjohn/" rel="noopener nofollow" target="_blank">John Mackowiak</a>, Chief Business Development Officer, and <a href="https://www.linkedin.com/in/dirk-pearson/" rel="noopener nofollow" target="_blank">Dirk Pearson</a>, Chief Product Officer at <a href="https://www.advyzon.com/main/index.html" rel="noopener nofollow" target="_blank">Advyzon</a>, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers that includes portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage. Advyzon helps advisors streamline their operations so they can focus on growing their business. The trio discusses the growth of the company, Advyzon's new Quantum Rebalancing tool, and a few teasers of upcoming features Advyzon is working on. For more information on Advyzon, please visit <a href="https://www.advyzon.com/main/index.html" rel="noopener nofollow" target="_blank">https://www.Advyzon.com/ </a>