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Why Advyzon Chose to Partner, Not Build, to Boost Direct Indexing
Features June 06, 2025 at 09:54 AM
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What You Need To Know
- Advyzon needed to decide whether to build or leverage an established partner.
- The firm chose the latter, tapping Syntax Data to expand its tax-smart investing solutions.
- Executives at both firms say the partnership underscores broader competitive trends.
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