Category: Advyzon Investment Management (AIM)

Apex Fintech Solutions and Advyzon Expand Strategic Partnership with Advyzon Investment Management (AIM)

12/5/2024

Apex Fintech Solutions Inc. (“Apex”) and Advyzon are thrilled to announce the expansion of their strategic partnership focused on integrating with Advyzon Investment Management (“AIM”), an investment solution provider under the Advyzon umbrella.

Through this partnership, advisors can leverage the straight through processing that Apex provides and utilize AIM’s Nucleus model marketplace and rebalancing solutions to streamline investment management processes. For clients, this new integration between Apex and AIM gives advisors the option to outsource or make better use of technology to handle day-to-day investment management operations helping modern advisory firms spend more time on the goals they have for their businesses.

Advyzon Announces Auria, New Product Offering for Family Offices and UHNW Clients

11/18/2024

Advyzon announced a new product offering from Advyzon Institutional called Auria.

Evolving from Advyzon’s all-in-one platform, Auria is purpose built for the needs of UHNW clients and unites essential capabilities – portfolio management, performance reporting, and CRM – into a single, seamless interface, while also empowering advisors to manage intricate entities, track alternative investments, provide families with a holistic view of their total wealth, and more.

“We’re so excited to finally unveil Auria – an initiative that we’ve been working on since I joined Advyzon earlier this year,” said Kartik Srinivasan, President of Advyzon Institutional.

Advyzon Embraces Tampa: 2025 Advyzon Annual Conference Registration is Live

10/23/2024

Advyzon shared more details on the 2025 Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida.

The second annual Advyzon conference will feature even more prominent speakers and industry thought leaders, along with Advyzon-focused sessions in order to help advisors get the most out of the highest-rated comprehensive technology platform in the industry.

Registration for Advyzon’s second annual conference is now open for financial advisors and other industry professionals.

Advyzon and Syntax Data Enter Custom Indexing Partnership

10/22/2024

Advyzon Investment Management (AIM) and Syntax Data announced a partnership that will provide financial advisors with the ability to produce highly customized financial portfolios at scale.

AIM’s indexing capabilities powered by Syntax’s scalable platform offers advisors a comprehensive solution, covering every step of the index development process, integrated directly into Advyzon’s all-in-one platform.

Using AIM’s indexing capabilities powered by Syntax Data, a proprietary system that includes accurate product line revenue data for more than 11,000 publicly traded companies, financial advisors can customize benchmark indices or build core, factor, thematic, and/or impact indices from scratch, enabling advisors to tailor investment solutions to match client preferences.

Advyzon Investment Management (AIM) Wins WealthManagement.com Industry Award for Model Marketplaces

9/12/2024

Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, was named the winner of the ‘Model Marketplaces’ award in the TAMPs category of the 2024 WealthManagement.com Industry Awards – an annual competition and industry-leading awards program often referred to as ‘The Wealthies’.

The firm was recognized at the tenth annual Industry Awards ceremony and gala, held on September 5th, 2024, at the Ziegfeld Ballroom in New York City.

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

8/12/2024

Innovayte and Advyzon 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.

Advyzon Investment Management (AIM) Partners with FINIAT to Provide Turnkey Trading and Portfolio Management

7/9/2024

Advyzon Investment Management (AIM) announced a partnership with FINIAT that enables financial advisors to provide turnkey trading for their client’s portfolios. The partnership takes FINIAT’s powerful solutions to the next level by integrating them with Advyzon’s trading and portfolio management capabilities.

With Advyzon’s innovative technology, FINIAT’s solutions will be automated, allowing advisors to effortlessly maintain optimal portfolios – with dynamic adjustments to reflect changing market conditions and client goals. Advisors can prioritize high-value activities such as client relationships and business development while the platform handles the intricacies of portfolio management.

Advyzon Releases Third Annual Asset Allocation Study and White Paper

6/27/2024

Advyzon released “What’s Going On With Assets in 2024?”, Advyzon’s third annual asset allocation study that reveals new trends in how financial advisors are investing client funds.

With deep dives into the subtle shifts around asset allocation, the paper looks at how the more than 1,500 advisory firms that use Advyzon for portfolio reporting allocated client funds at the close of 2023.

Advyzon Investment Management (AIM) Names Scott Smith, Former Executive at Goldman Sachs and BNY Mellon | Pershing, Chief Revenue Officer

6/4/2024

Advyzon Investment Management (AIM) announced today the hiring of Scott Smith as Chief Revenue Officer (CRO).

An accomplished executive in the financial services industry – having previously worked at Goldman Sachs, BNY Mellon | Pershing, Envestnet, Fidelity, Schwab Advisor Services, and TD Ameritrade Institutional – Smith brings his 20+ years of industry experience to the rapidly growing TAMP and will oversee sales, marketing

Advyzon Investment Management(AIM) Adds New Asset Managers,Including BlackRock and DFA

5/21/2024

Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently added multiple new asset managers and strategists to their platform, including BlackRock, Dimensional Fund Advisors, Potomac Fund Management, and Invesco Advisers, Inc.

In addition to BlackRock, Dimensional, Potomac, and Invesco, AIM has also added Washington Crossing Advisors, Brentview Investment Management, Morgan Dempsey Capital Management, and Clark Capital Management to the platform since the beginning of 2024. With these new strategists, AIM currently has over 280 strategies available to financial advisors in their Nucleus Model Marketplace, from 46 asset managers – including Advyzon Investment Management.

Advyzon Investment Management (AIM) Partners with Nebo Wealth to Create Turnkey, End-to-End Solution

2/15/2024

Advyzon Investment Management (AIM) announced a partnership with Nebo Wealth. AIM now powers and serves as a turnkey platform for Nebo Wealth, an end-to-end solution that enables Registered Investment Advisors (RIAs) to streamline and automate the process of delivering personalized portfolios for each and every client at scale.

AIM extends the capabilities of the Nebo Wealth platform into a turnkey, technology-driven solution by including automated trading and rebalancing, performance reporting, billing, and advisor and client portals, as well as back-office support for account opening and administration. All of this empowers RIA firms to enhance client service, differentiate their value proposition, save time, drive operational efficiency, and foster growth in assets under management.

Advyzon Investment Management (AIM) Adds Fidelity, Alpha Vee Solutions, KKM Financial, and Zacks

8/16/2023

Advyzon Investment Management (AIM) added multiple new asset managers to their platform, including Fidelity Investments, Alpha Vee Solutions, KKM Financial, and Zacks Investment Management. With these new strategists, AIM currently has over 150 strategies available to financial advisors in their Nucleus model marketplace, from 20 asset managers.