​Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, and Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, were both named winners at the 2025 WealthManagement.com Industry Awards. The annual competition and industry-leading awards program often referred to as ‘The Wealthies’ recognized both firms at the eleventh annual Industry Awards ceremony held on September 4th, 2025 in New York City, with Advyzon winning the award for Rebalancing and AIM winning the award for Model Marketplaces. In addition, with eight combined categories between Advyzon and AIM, Advyzon tied for the most finalist nods among all the companies that were honored.

“We’re absolutely thrilled to be recognized by WealthManagement.com and to accept these prestigious awards,” said Hailin Li, founder and CEO of Advyzon. “Our team has been hard at work on our Quantum Rebalancer and Nucleus Model Marketplace, and we’ve been determined to make Advyzon a singular solution that transforms the advisor experience. We believe our offering is the most comprehensive platform available to advisors today – and these awards reinforce that.”

Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, today announced the launch of Sphere, a manager-sponsored platform providing a curated hub of professionally managed portfolios. Sphere allows financial advisors and their clients to benefit from institutional-grade models and investment strategies with zero strategist fees.

“We’re thrilled to introduce Sphere to the market because it represents a fundamental shift in how advisors can access institutional-quality investment management,” said Alex Riedel, Managing Director, Head of Client Portfolio Management at AIM. “While others in the industry have zero strategist fees, we’ve gone a step further by significantly reducing platform and trading fees. In doing so, we’re removing one of the biggest barriers that has prevented many advisors from offering their clients professionally managed model portfolios: cost.”

The tariffs and how investors should respond is a topic on many American’s minds – and as the implications continue to unfold, members of the press may need some fresh sources to opine. Impact Communications is proud to represent hundreds of amazing financial experts.

​For instance, Brian Huckstep, CFA®, CFP®, anticipates tariffs will continue affecting portfolios, noting, "Higher prices reduce consumer purchasing power, impacting corporate earnings." He suggests the economic impact may already be reflected in stock prices, citing a 10% S&P 500 drawdown. However, he warns of potential inflationary effects yet to be fully realized in the market.

Jonathan Chandler, CFA®, says , a 50-stock defensive index may be the way to go, adding “The structures which enabled the US to prosper over the past 80 years have been shredded, creating a perilous economic environment. This has negative long-term implications for investors. Short-term traders may in fact do better in this environment than long-term investors.”

Nell Cordick, CFP®, offers a 10-point check list – something she uses with Bogart Wealth clients during market growth periods to discuss the future when there will be a downturn.

Mike Bisaro, AIF®, says that in almost all cases, assets invested for the long-term should stay invested. History has shown us that missing a few of the best-performing days when the market recovers can significantly reduce your long-term performance. Ensuring you have a properly diversified portfolio may help reduce risk, smooth out performance, and allow you to stay invested and take advantage of developing opportunities.

​Amy Hamasaki, CFP®, talks about tariffs and their impact on the domestic labor market, explaining that a tariff is essentially a tax on imported goods to make them more expensive. The theory here is to increase the cost of imported goods and thus make them less attractive, enticing domestic consumers to purchase goods domestically. She goes on to explain how these increased costs may impact living expenses for many Americans.

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 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 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 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), 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 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) 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 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) 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), 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) 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) 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.