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NAVEX Announces 13th Annual NAVEX Next Risk & Compliance Virtual Conference

NAVEX Global

NAVEX, the global leader in integrated risk and compliance management software, today announced its thirteenth annual NAVEX Next Risk and Compliance Virtual Conference, scheduled for Thursday, September 19, 2024. One of this year’s keynote sessions will feature Cy Wakeman, a New York Times best-selling author and Global Gurus’ 2023 World’s #1 Leadership Guru, recognized for her reality-based approach to leadership. Backed by over 25 years of unparalleled experience partnering with top brands spanning all industries, Wakeman will deliver a provocative keynote on how an over-emphasis on creating employee engagement can negatively impact company performance. NAVEX Next is one of the largest risk and compliance conferences in the world, attracting over 110,000 professionals since its inception in 2012. It brings together practical guidance and best practices for industry professionals across disciplines and departments including risk management, compliance, legal, human resources/training, audit, IT, privacy, supply chain and procurement. In all, NAVEX Next 2024 features 28 session speakers representing companies such as The Coca-Cola Company, CDL Nuclear Technologies, and CBRE. The prestigious lineup will share their expertise in building ethical cultures, risk mitigation, and smart governance. The agenda features 15 sessions diving into critical challenges and opportunities compliance professionals face today. Sessions include: The EU Regulatory Survival Guide: Your Essential Guide to EU Compliance Behind the Label: Ensuring Human Rights in Your Global Supply Chain AI Governance & Risk Management Compliance Diagnostics in US Healthcare CCO 3.0: How Compliance and Risk Work in Harmony NAVEX Next will end with a keynote session by Alison Taylor, Clinical Associate Professor at NYU Stern School of Business and Executive Director of Ethical Systems, on building ethical cultures. She has spent the past two decades consulting with multinational companies on anti-corruption, human rights, and stakeholder engagement, including as a Senior Advisor at sustainability non-profit BSR, a member of the board at Venture ESG, and a Sustainability Advisor at Zai Lab, KKR, and Pictet Group. The NAVEX Next virtual conference is free of charge and open to anyone interested in expanding their knowledge and enhancing their organization’s risk and compliance programs. It offers a low-pressure environment for attendees to engage with today’s biggest GRC challenges. Click here to register and to access the full agenda and profiles of all scheduled speakers. NAVEX is the recognized leader in risk and compliance management software and services, empowering thousands of customers around the world to manage and mitigate risks with confidence. NAVEX’s mission is to help customers promote ethical, inclusive workplace cultures, protect their brands, and preserve the environment through sustainable business practices. For more information, visit NAVEX.com and our blog. Follow us on Twitter and LinkedIn. Contact Details NAVEX +1 617-388-5773 MediaRelations@navex.com Company Website https://navex.com

August 13, 2024 09:00 AM Eastern Daylight Time

iLearningEngines – Hear From The Chief Architect Of This Applied AI Platform

Benzinga

By Johnny Rice, Benzinga Sanjeev Menon, Chief Architect - AI/ML for iLearningEngines (NASDAQ: AILE), was recently a guest on Benzinga’s All-Access. iLearningEngines is an Applied AI platform for learning & work automation. It reports being one of the fastest-growing technology companies in North America. AI can help revolutionize learning in big and small organizations, and iLearningEngines is proving that. The company has grown with a nearly 50% CAGR over the last 5 years. It says it has done this by consistently delivering a product customers are satisfied with, leading to a retention rate that well exceeds the industry standard. As Chief Architect, Mr. Menon shared his deep insights into how his company’s AI functions and what makes it unique. Learn more here: Featured photo by Christopher Gower on Unsplash. Benzinga is a leading financial media and data provider, known for delivering accurate, timely, and actionable financial information to empower investors and traders. This post contains sponsored content. This content is for informational purposes only and not intended to be investing advice. Contact Details Benzinga +1 877-440-9464 info@benzinga.com Company Website http://www.benzinga.com

August 13, 2024 08:55 AM Eastern Daylight Time

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Personalized Learning With AI – This Company Is Delivering Results Globally

Benzinga

By Johnny Rice, Benzinga Roger Hamilton, CEO of Genius Group (AMEX: GNS), was recently a guest on Benzinga’s All-Access. Genius Group is a leading provider of AI-powered, digital-first education solutions that is attempting to disrupt the highly standardized system of traditional education with a personalized, flexible and life-long learning curriculum for the modern student. The company recently announced that it has secured a $22 million ‘Genius Nation’ contract with the Government of the Republic of Kazakhstan, enabling the development of a Sovereign AI in the country. Learn more here: Featured photo by dlxmedia.hu on Unsplash. Benzinga is a leading financial media and data provider, known for delivering accurate, timely, and actionable financial information to empower investors and traders. This post contains sponsored content. This content is for informational purposes only and is not intended to be investing advice. Contact Details Benzinga +1 877-440-9464 info@benzinga.com Company Website http://www.benzinga.com

August 13, 2024 08:50 AM Eastern Daylight Time

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VenHub’s Wants To Revolutionize Retail Through Its Fully Autonomous Retail Robots, But Some Have Objections – Here’s Why Consumers May Not Need To Worry

Benzinga

By Anthony Termini, Benzinga VenHub, developer of fully autonomous and robotic plug-and-play Smart Stores that can be delivered, unpacked and merchandised virtually anywhere in the world within a few days, believes that its technology solution will dramatically reshape the retail landscape in the coming years. But can VenHub overcome some potential obstacles to transforming the industry? Objection #1: There Will Be A Greater Chance Of Theft The National Retail Federation says that theft costs retailers more than $100 billion annually. A large portion of that is attributable to shoplifting. These types of losses are especially costly for traditional brick-and-mortar retailers, who typically have very tight operating margins. Furthermore, smash and grabs have also been in the news in recent years. The VenHub solution resolves these two interconnected problems. VenHub modules are designed for security and protection. They are constructed with insulated walls, monitoring systems and bulletproof glass. As such, they are resistant to theft, riots and fires, and each of these attributes leads to reduced operating expenses and expanded margins for the retailer. Objection #2: An Autonomous Store Leads To Job Losses Management consultants, McKinsey & Company note that attrition in retail has always been very high. It notes that employee turnover has been 60% or higher for a long time. According to VenHub, it is especially difficult to find workers to staff 24/7 stores. Many of these retailers must rely on transient workers. Furthermore, VenHub is creating a technology solution, which puts it in a position to continuously expand its team of highly skilled workers. As with each previous evolution of any industry, VenHub says that more jobs get created than eliminated. In most cases, the wages new industries create are higher than what individuals may have made previously. The net effect is that VenHub will create more high-paying jobs than the number of low-wage jobs that might be displaced. Objection #3: The Technology Is Too New And Consumers Won’t Adapt A similar sentiment was expressed at the advent of eCommerce. The U.S. Federal Reserve notes that online sales accounted for 0.6% of all retail transactions in America at the end of 1999. Today online sales represent about 16% of retail purchases, totaling more than $289 billion. People often say that convenience and avoiding crowds draw them to purchase online. The VenHub Smart Store delivers these same benefits. Objection #4: People Aren’t Ready For A Fully Autonomous Experience Research from tax and accounting consultants Deloitte suggests that retailers need to leverage new markets, explore new business models and change the mechanics of the way they do things. It says that demand-driven retail requires product offerings that are specifically designed and targeted for various consumer groups. VenHub offers retailers complete discretion on how to merchandise their Smart Stores, so they can be tailored to satisfy the specific demands of a local or neighborhood market. Richard Kestenbaum, a partner at investment banking firm Triangle Capital, says that the future of retail will be hybrid channels that include the strengths of both physical and digital retail. This is exactly what the app-based VenHub Smart Store delivers to consumers. Objection #5: A Fully Autonomous Store Won’t Work In Rural Communities According to the U.S. Department of Agriculture (USDA), communities with populations between 2,500 and 20,000 have witnessed a significant decrease in the number of grocery stores since 1990. They have been replaced mostly by convenience stores. The USDA also points out that some 80% of Americans must drive five miles or more to reach the closest grocer. VenHub can help resolve both issues. Smart Stores can be located closer to shoppers, even in remote communities, because they can be solar-powered. In addition, a Smart Store’s merchandise can be tailored to the local community instead of stocked with what a national chain believes should be on the shelves. VenHub: The Company Looking To Revolutionize Retail To date, more than 800 VenHub Smart Stores have been pre-ordered globally. The stores use an app-based ordering system that makes items available to consumers 24/7. Using artificial intelligence and smart inventory management systems, the stores generate revenue around the clock. The prefab VenHub Smart Store is an expandable 800-square-foot plug-and-play storefront technology that can be delivered, unpacked and installed in just a few days. VenHub is on the path to issuing shares to the public in a Regulation CF offering. Issuance Express is facilitating the distribution. Investors interested in this company’s shares may still have an opportunity to invest, but only until August 21st. The offering is highlighted on the Issuance Express portal. Featured photo of Choctaw Bluff Alabama General Store from Pixabay. Benzinga is a leading financial media and data provider, known for delivering accurate, timely, and actionable financial information to empower investors and traders. This post contains sponsored content. This content is for informational purposes only and is not intended to be investing advice. Contact Details Benzinga +1 877-440-9464 info@benzinga.com Company Website http://www.benzinga.com

August 13, 2024 08:35 AM Eastern Daylight Time

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Vymo Launches OnboardIQ, the First AI/Machine Driven Solution for Insurance Recruiting, Onboarding, and Compliance

Vymo, Inc.

Vymo, a leading multi-channel distribution management platform powered by AI for the global insurance industry, recently announced the launch of OnboardIQ. By leveraging AI and ML, OnboardIQ is the first complete solution designed to streamline recruiting, onboarding, and compliance, marking a swift departure from existing, outdated legacy systems. “Traditional recruitment methods are typically tedious, inefficient, and costly. But by factoring in a prospect’s skills, licensure history, and a carrier’s specific needs, OnboardIQ can generate comprehensive candidate profiles,” notes Venkat Malladi, Vymo Co-Founder and CTO. The system then scours these profiles and targets the most suitable candidates by generating campaigns on LinkedIn, Facebook, and Instagram. He adds, “no matter how much the talent pool shrinks in the coming years, with OnboardIQ, carriers will have access to top-tier, matched talent.” One carrier remarked that their biggest challenge during onboarding was the "lack of visibility." OnboardIQ addresses this issue by providing complete transparency from the moment an agent decides to start selling, through the licensing and appointment processes, all the way to completing their product training and achieving ready to sell status. Beyond recruiting and onboarding agents, OnboardIQ helps agents to live up to their full potential. For example, a carrier based in California might want to make inroads in the midwestern market. OnboardIQ will pinpoint the agents best suited for this expansion, check their existing state licenses, and guide those who need additional licenses through the acquisition process. “ This approach helps carriers get the most value from each agent, while allowing agents to maximize their commissions. The platform empowers both carriers and agents to expand their footprint,” notes Venkat Malladi. The U.S. has a uniquely intricate regulatory landscape, with varying licensing requirements across states. As legislation tightens, OnboardIQ helps prevent fines, and irreversible reputational damage by proactively—not reactively—identifying compliance issues across an entire multi-state insurance organization. Notes Malladi, “without software that can create a database of agent licenses and update them in real time as agents obtain new licenses, managing compliance becomes extremely complex.” At the core of OnboardIQ is Co-Pilot, an AI-powered, text-based personal assistant designed to answer recruiting, onboarding, and compliance questions for both agents and carriers. For example, an agent might ask Co-Pilot, “what are the pre-licensing education requirements for obtaining a health insurance license in Florida?” While a carrier might inquire, “which of my agents are due for license renewal in the next three months in New Jersey?” Co-Pilot provides accurate and easy-to-understand answers for both queries. Malladi notes, “OnboardIQ serves as a conduit for seamless interaction between carriers and agents—adapting to an era where insurance operations extend beyond local boundaries.” About Vymo® Vymo is a global provider of a smart distribution management platform powered by AI to deliver data-driven insights and transform the way your businesses operate. Meticulously crafted for insurers, MGAs, FMOs, IMOs, and insurance distributors who have outgrown legacy sales and account management tools and require greater automation for producer administration and sales processes. Vymo's platform features a suite of modular applications—including OnboardIQ and EngageIQ, and is engineered to deliver a superior producer experience through critical steps in the sales process, such as onboarding, compliance, activity tracking, and sales enablement. Vymo has secured over $45M in funding from Peak XC Partners, Emergence Capital, and Bertelsmann India Investments and is also an award winner of CB Insights' and Microsoft's 'AI for All' awards. Additional Resources: Vymo Distribution Management Platform Vymo OnboardIQ Vymo EngageIQ for Leaders Vymo EngageIQ for Sellers U.S. Media Contact: Meir Kahtan MKPR mkahtan@rcn.com +1 917-864-0800 Michael Palmisano Vice President, Marketing Vymo, Inc. 440 N Wolfe Rd. Sunnyvale, CA 94085 Web: https://getvymo.com/ Blog: https://getvymo.com/blog All other registered trademarks, or service marks belong to their respective companies. Contact Details MKPR for Vymo Meir Kahtan +1 917-864-0800 mkahtan@rcn.com Company Website https://getvymo.com/

August 13, 2024 08:00 AM Eastern Daylight Time

AAMS/ADM e Regolamentazione del Gioco in Italia

AM Europe

Il gioco d'azzardo in Italia è un tema complesso e soggetto a una normativa rigorosa. In questo contesto, i cosiddetti "casino non AAMS" rappresentano un argomento di crescente interesse. Ma cosa sono esattamente e quali sono le implicazioni legali? Cosa sono i Casino Non AAMS? AAMS è l'acronimo di Amministrazione Autonoma dei Monopoli di Stato, l'ente governativo italiano preposto alla regolamentazione del gioco d'azzardo. I NewsDirect casino non AAMS sono, quindi, piattaforme di gioco online che operano senza la licenza rilasciata dall'AAMS. La Regolamentazione del Gioco in Italia Il panorama del gioco d'azzardo in Italia è caratterizzato da una regolamentazione severa, volta a proteggere i giocatori e contrastare il gioco illegale. L'AAMS svolge un ruolo fondamentale nel rilasciare le licenze e nel monitorare l'attività dei concessionari. Le principali caratteristiche della normativa italiana sono: Licenza obbligatoria: Ogni operatore di gioco d'azzardo deve ottenere una licenza dall'AAMS per poter operare legalmente in Italia. Tutela dei giocatori: La legge italiana prevede misure di protezione dei giocatori, come i limiti di deposito e i sistemi di autoesclusione. Lotta al gioco illegale: L'AAMS e le autorità competenti sono impegnate nella lotta contro il gioco illegale e i siti non autorizzati. I Rischi dei Casino Non AAMS Giocare su piattaforme non autorizzate comporta diversi rischi: Mancanza di garanzie: I giocatori non hanno alcuna garanzia sulla sicurezza dei loro dati personali e finanziari. Gioco illegale: Utilizzare piattaforme non autorizzate è illegale e può comportare sanzioni. Mancanza di tutela: In caso di dispute o problemi, i giocatori non hanno alcuna tutela legale. Conclusione La scelta di giocare su un casino online deve essere fatta con consapevolezza. Optare per piattaforme autorizzate dall'AAMS è fondamentale per garantire sicurezza, trasparenza e tutela dei propri diritti. Ricordiamo sempre che il gioco d'azzardo deve essere considerato un divertimento e non una fonte di reddito. È importante sottolineare che questo articolo ha carattere informativo e non costituisce consulenza legale. Per maggiori informazioni: Sito ufficiale dell'AAMS: [ adm.gov.it ] Nota bene: La normativa italiana sul gioco d'azzardo è soggetta a modifiche. Per informazioni aggiornate, consultare sempre le fonti ufficiali. Vuoi saperne di più su un argomento specifico legato al gioco d'azzardo in Italia? Contact Details Vladimiro Lorenzo +49 2735 7227 Vladimiro.l@clo.com

August 12, 2024 11:30 PM Eastern Daylight Time

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SunPump Beta Launches on TRON, Driving Innovation in Meme Coin Development

SUN

Singapore, August 13, 2024 - SUN.io, a leading DeFi platform on TRON, is thrilled to announce the launch of SunPump Beta, the first dedicated platform for the fair launch and trading of meme coins. SunPump offers creators an accessible, low-cost way to launch their own meme coins in a secure and user-friendly environment. This innovative platform will elevate user engagement and promote a more autonomous trading experience. SunPump combines user-friendliness, fairness, and accountability. The operational mechanism streamlines token issuance and trading, allowing users to easily browse and select their preferred meme coins on the platform. A joint curve pricing mechanism provides direct and transparent access to token purchases. SunPump also offers flexible trading options, allowing users to sell their tokens whenever they choose. SunPump has implemented liquidity and burn mechanisms designed to maintain market integrity and foster community engagement. When a meme coin's market cap hits a predetermined threshold, the corresponding liquidity is automatically deposited into SunSwap V2 and subsequently burned. Key features: One-Click Token Generation: Users can easily create their own meme coins by inputting a token name and symbol, uploading an image, and paying a small fee. This streamlined process significantly reduces the barriers to entry. Bonding Curve Mechanism: The platform utilizes a joint curve pricing model that adjusts prices based on token supply, ensuring fairness and transparency. This approach reflects SunPump’s dedication to creating an equal trading environment. Instant Market Access: Newly created tokens are immediately listed on the SunPump platform, allowing users to buy and sell seamlessly. This approach guarantees liquidity and convenience, allowing for swift and seamless market engagement. Liquidity and Token Burn: When a token's market cap meets specific criteria, SunPump automatically injects preset liquidity funds into SunSwap and executes a token burn. This mechanism helps maintain equilibrium in market supply and demand. Transparency: All transactions on SunPump are public, allowing users to monitor activity and transaction histories. It's important to note that users are ultimately responsible for their trading decisions. To make participation even more accessible, SunPump has introduced a gas fee reduction program. This initiative lowers the cost of gas fees by 99% for activities like token launches, trading, and other related activities on the platform, particularly for meme coin-TRX trading pairs that add liquidity to SunSwap post-launch. TRON offers an ideal environment for developing meme coins. TRON's fast transaction speeds and low fees have garnered widespread market recognition, attracting over 2 million daily active users. As of August 2024, the issuance of TRON-based USDT exceeds $60.8 billion, comprising 53% of total USDT issued. This ample liquidity enhances trading efficiency and provides financial support for innovative projects. The launch of SunPump is a significant advancement for the TRON ecosystem. SunPump provides a fair and secure trading platform coupled with a range of user-friendly features. As community engagement deepens, SunPump will become a key player in the meme coin market, injecting new vitality and momentum into the ongoing evolution of the TRON ecosystem. About SUN.io SUN.io is the first decentralized autonomous platform on the TRON network, distinguished by its integration of stablecoin trading, comprehensive token exchange, and liquidity mining capabilities. As a cornerstone of the TRON ecosystem, SUN.io is dedicated to optimizing trading liquidity and asset returns for its users. The platform empowers participants to stake SUN tokens, earning veSUN, which unlocks a suite of exclusive benefits, including enhanced rewards and voting rights in the platform's governance. About SunPump SunPump stands as a groundbreaking platform on the TRON blockchain, specifically engineered to revolutionize the creation and trading of meme coins. By prioritizing simplicity, affordability, and fairness, SunPump eliminates traditional barriers in the token launch process, such as the need for pre-sales and team allocations, fostering a transparent environment for all participants. This user-centric approach ensures that anyone can effortlessly launch and trade meme coins, democratizing access to this vibrant market. Contact Details Karina.Wang marketing@sun.io

August 12, 2024 07:01 PM Pacific Daylight Time

Exploring the High-End Retail Market with the Consumer Discretionary Select Sector SPDR Fund (XLY)

Select Sector SPDR

For those interested in the luxury consumer market, the Consumer Discretionary Select Sector SPDR Fund (XLY) offers a pathway for investors seeking to diversify their exposure to this sector. XLY encompasses an investment focus on the consumer discretionary sector, covering a wide array of non-essential goods and services — including advanced electronics, international travel, dining, hotels, and consumer durables. A Portfolio Reflecting Consumer Choices The core of XLY's strategy is its holdings*, which comprise leading companies that are at the forefront of their industries. These companies exemplify the fund's focus to capture diverse consumer spending habits, especially around luxury and discretionary purchases. Top holdings include: Amazon.com (22.24%): Dominating the e-commerce space, Amazon offers a broad selection of products and services, catering to various consumer needs. Tesla (17.12%): Redefining luxury in the automotive sector, Tesla stands out for its innovative electric vehicles. Home Depot (9.70%): A leader in home improvement retail, Home Depot caters to both individuals looking to enhance their homes and professional contractors. McDonald's (4.47%): Recognized worldwide, McDonald's adapts its offerings to meet a wide range of tastes and preferences. Booking Holdings (3.39%): A travel technology company that owns and operates numerous travel fare aggregators and search engines. A Strategic Focus XLY has accumulated over $19 billion in assets under management, maintaining an investor-friendly expense ratio of only 0.09%**. The fund aims to replicate the performance of the Consumer Discretionary Select Sector Index, offering investors a broad view of the consumer discretionary sector and enabling them to partake in the sector's dynamics. Adaptability in a Changing Economic Landscape As the global economy navigates through various phases of adjustment, the consumer discretionary sector could be of particular interest. XLY presents itself as a diversified and pragmatic choice for investors aiming to engage with the high-end retail market. The Consumer Discretionary Select Sector SPDR Fund (XLY) represents an approachable option for investors interested in the multifaceted world of luxury consumer spending, without the complexity of analyzing individual companies. It offers a streamlined way to consider the various dimensions of discretionary consumer spending, making it a practical selection for those exploring investment opportunities in the consumer discretionary sector. DISCLAIMER: This is a work of research and should not be taken as investment or financial advice. Therefore, Select Sector SPDRs or the publisher is not liable for any decision made based on the publication. About the Company: Select Sector SPDR ETFs offer flexibility and customization opportunities. Many investors have similar outlooks, but no two are exactly alike. Select Sector SPDR ETFs let investors select the sectors that best meet their investment goals. *Holdings, Weightings & Assets as of 7/31/24 subject to change **Ordinary brokerage fees apply DISCLOSURES The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. The S&P 500 Index figures do not reflect any fees, expenses or taxes. An investor should consider investment objectives, risks, fees and expenses before investing. One may not invest directly in an index. Transparent ETFs provide daily disclosure of portfolio holdings and weightings All ETFs are subject to risk, including loss of principal. Sector ETF products are also subject to sector risk and nondiversification risk, which generally will result in greater price fluctuations than the overall market. Diversification does not eliminate risk. An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF (732-8673) or visit www.sectorspdrs.com. Read the prospectus carefully before investing. ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust. Media Contact: Company: Select Sector SPDRs Contact: Dan Dolan* Address: 1290 Broadway, Suite 1000, Denver, CO 80203 Country: United States Email: dan.dolan@sectorspdrs.com Website: https://www.sectorspdrs.com/ *Dan Dolan is a Registered Representative of ALPS Portfolio Solutions Distributor, Inc. ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is the distributor for the Select Sector SPDR Trust. SEL007727 EXP 10/31/24 Contact Details Dan Dolan +1 203-935-8103 dan.dolan@sectorspdrs.com Company Website https://www.sectorspdrs.com/

August 12, 2024 11:30 AM Eastern Daylight Time

Innovayte and Advyzon Partner to Create Single, State-of-the-Art Technology Solution

Innovayte

Innovayte, a custody and clearing firm that supports entrepreneurial registered investment advisors (RIAs) and wealth managers, and Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced the launch of their groundbreaking, state-of-the-art platform and model marketplace. For Innovayte, Advyzon has created its first and only custodial back-end platform. The technology offers advisors a unique solution combining a separately managed account (SMA) and model marketplace with access to third-party asset managers – offered by Advyzon Investment Management (AIM), the turnkey asset management program under the Advyzon umbrella – all built from a unified managed account (UMA) framework. “Technology is critical to helping RIAs reach their entrepreneurial goals,” said Cat Davies, Chief Executive Officer of Innovayte. “To truly empower advisors, we needed a new and fresh technology solution, not the same archaic legacy systems that fail to address the industry’s diverse needs. We’re excited to partner with Advyzon to give our advisors all the tools they need to grow and scale.” A PARTNERSHIP TO PUSH THE ENTIRE INDUSTRY FORWARD Advyzon’s intuitive, cloud-based technology platform offers a single solution that combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, CRM, client billing, and SEC-compliant document storage, customized mobile app and portal, as well as the model marketplace and investment management from Innovayte’s UMA/SMA platform via Advyzon Investment Management. “We are proud to introduce the custody, clearing and investment management platform of the future,” said Lee Andreatta, CEO of Advyzon Investment Management. “When Innovayte approached us about a partnership, we jumped at the opportunity to help usher in a new era for financial custody and clearing, plus investment management. Unfortunately, most firms use outdated technology, and we hope this partnership helps push the entire industry forward.” The Innovayte platform is the only technology solution that can effectively serve the unique needs of high- and ultra-high-net-worth clients, given the UMA framework and its inclusion of a full rebalancer, model marketplace, and access to third-party managers. Key features include: Nucleus Model Marketplace, which gives advisors access to third-party strategists, risk models, and advisor-created models. Quantum Rebalancer, which gives advisors multiple rebalance and tactical trade tools, including location optimization, cash management, and tax-loss harvesting. Robust Trading Capabilities, including tax overlay and direct indexing options. SMA/UMA Structure, featuring single and multi-sleeve reporting and trading. To learn more about Innovayte, click here. To learn more about Advyzon, click here. About Innovayte Built from a heritage that spans a half century, Innovayte is a self-clearing custodian that fuels growth-minded advisors’ entrepreneurial spirit, helping wealth advisors to thrive. From cutting-edge technology through its proprietary Accelerayte platform, to pairing advisors with dedicated team members throughout our service model, Innovayte offers advanced technology and services with a human touch. For more information, visit Innovayte.com. About Advyzon Advyzon provides comprehensive, intuitive, cloud-based wealth management technology and investment management services for registered investment advisors (RIAs) and independent financial advisors. The Advyzon tech platform combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage, along with investment management services and a model marketplace offered by Advyzon Investment Management, LLC (AIM). A team of entrepreneurs led by CEO Hailin Li, Ph.D., CFA®, Advyzon strives to innovate in strategic and useful ways. Financial advisors inspire Advyzon’s innovation and integrations. Their exceptional technology and unmatched service exist to improve the advisor experience – whether it’s via portfolio and firm management or client relationships and growth. To learn more about Advyzon, visit Advyzon.com. Custody and administrative services provided by ETC Brokerage Services. Innovayte is an affiliate of ETC Brokerage Services. Neither Advyzon nor AIM are affiliates of Innovayte. AIM is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly owned subsidiary of yHLsoft Inc., doing business as Advyzon ("Advyzon"). All investment advisory services are provided by AIM, while some technology and administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisors for use in managing assets for their clients only, and do not provide advisory services directly to retail investors. Statements made by Innovayte in this communication that indicate approval, support, or recommendation of AIM are considered endorsements. These endorsements are made by representatives of Innovayte, and Innovayte has a business relationship with Advyzon and AIM. No cash compensation was paid to these parties for their statements; however, Advyzon and AIM receive compensation for their technology and investment management services provided through this platform. Contact Details For Innovayte Ray Hennessey, Vocatus rh@vocatusllc.com For Advyzon Jonny Swift, Impact Communications, Inc. +1 913-649-5009 JonnySwift@ImpactCommunications.org Company Website https://innovayte.com/

August 12, 2024 08:30 AM Eastern Daylight Time

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