Charles Schwab veteran Kartik Srinivasan has joined advisor service know-how platform agency Advyzon as president of its newly fashioned enterprise unit, Advyzon Institutional, efficient final month.

Srinivasan served over seven years in tech positions at Schwab till December, most not too long ago as managing director, digital advisor options. He beforehand labored for greater than 12 years at Morningstar.

Srinivasan performed a key function in advancing Charles Schwab’s digital experiences for impartial advisors and within the TD Ameritrade/Charles Schwab broker-dealer integration, in keeping with his LinkedIn profile.

At Advyzon, Srinivasan will deal with creating product and repair choices to cater to the rising wants of advisors serving extra advanced purchasers.

“I’m so excited to hitch Advyzon and produce my 20 years of expertise serving impartial advisors and serving to them develop their companies profitably,” he stated.