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In a significant move signaling growth and innovation, Advyzon welcomed Kartik Srinivasan to its team during their inaugural conference. Srinivasan brings a wealth of experience from his tenure in the wealthtech and fintech sectors, drawn to Advyzon by its consistent top ratings as an all-in-one software provider and its entrepreneurial spirit in serving the financial advisory space. In his new role, Srinivasan will be tasked with heading Advyzon Institutional, a brand new business aimed at addressing the evolving needs of complex advisory firms and their high-net-worth clients.
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