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Seamless Transitions for AdvisorsSeamless Transitions for Advisors

With SS&C’s acquisition of Morningstar Office, John Mackowiak, CRO of Advyzon, explains how their all-in-one platform offers seamless data migration and long-term success for advisors.

February 26, 2025

As advisors reassess their technology needs in the wake of SS&C's acquisition of Morningstar Office, Advyzon CRO John Mackowiak discusses how Advyzon offers an all-in-one platform designed for a smooth transition. Built by industry veterans and Morningstar alum, Advyzon's all-in-one approach minimizes disruption, making the move seamless. Many who have switched describe it as feeling like "coming home." If you're considering your options, Advyzon is positioned to make that transition easier and more effective than ever.

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