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Advyzon and Andes Risk Join Forces to Bring Next-Generation Risk Insights, Model Analytics and Behavioral Finance to Advisors

via Business Wire

Helen Yang joins Advyzon to accelerate innovation across its award-winning all-in-one platform

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that it is bringing Andes Risk (Andes), an award-winning risk and behavioral analytics firm founded by Helen Yang, CFA®, directly into the platform. By incorporating Andes’ patented risk and behavioral methodologies into Advyzon’s native single data model and unified codebase, the enhanced capabilities will elevate the platform’s model marketplace, risk assessment, and future financial planning capabilities. The expanded functionality is expected to surface in 2026.

Helen Yang has joined Advyzon as Executive Vice President and will work closely with the executive and product teams to bring Andes’ intellectual property and methodologies into the platform. Her deep expertise will help drive Advyzon’s roadmap, with the plan of infusing Andes’ capabilities into the Advyzon platform. By natively embedding Andes, Advyzon will continue to stay true to its mission of providing a unified solution with a single data model, single code base, and single client experience.

Yang is widely recognized throughout the wealth management industry for her pioneering work in risk and behavioral finance frameworks and data-driven analytics. With a career spanning over two decades, she works to blend quantitative research with psychological and decision-making insights for advisors to better understand their clients and manage risk more effectively.

Yang will focus on expanding Advyzon’s behavioral finance and advanced risk assessment tools. She will bring her intellectual capital and behavioral methodologies to improve and enhance Advyzon’s all-in-one platform – reflecting Advyzon’s ongoing commitment to innovation, collaboration, and delivering solutions that help advisors achieve better outcomes for their clients. The goal is to assist financial advisors in understanding and aligning with their clients’ financial attitudes and decision-making patterns. This proven approach is known to help advisors guide clients toward more confident, personalized, and disciplined investing.

“Behavioral finance focuses on clients’ attitudes towards risk and common decision-making biases,” explained Dirk Pearson, COO of Advyzon. “It recognizes that investors are prone to behaviors such as loss aversion, overconfidence, and emotional reactions to market movements. By translating these behavioral aspects into measurable data, Advyzon will help advisors prompt more rational, consistent, and informed client decisions. This risk methodology offers a precise yet approachable way to assess investor risk tolerance and connect it to real investment decisions. By combining this clarity with behavioral insight, we will help advisors elevate conversations about risk and discipline while also enhancing how they analyze portfolios and construct strategies. Helen is the perfect person to lead the charge on this next leg of development at Advyzon.”

Yang’s move to Advyzon – which comes on the heels of announcing Kevin Hughes and Tony Leal (formerly of MoneyGuidePro) joining Advyzon to accelerate the financial planning module within Advyzon – reflects shared values, mutual respect, and a common vision around the future of advisor technology: where innovation, data analytics, and behavioral finance converge to drive meaningful progress across the industry.

“Advyzon stands for independence, innovation, and integrity,” said Yang. “I am so grateful for the opportunity to join this wonderful organization, which will allow me to amplify and accelerate my life’s work. I remain committed to helping advisors and their clients make data-driven decisions using behavioral finance principles that lead to better client relationships and long-term results. I’m thrilled to be a part of this next chapter in Advyzon’s evolution.”

ABOUT ADVYZON

Advyzon is a unified wealth management platform built on modern, open architecture for financial advisors, wealth management firms, broker-dealers, banks, trusts and family offices. Founded by CEO Hailin Li, Ph.D., CFA®, Advyzon integrates portfolio management, performance reporting, trading, CRM, billing, and document storage (plus, in 2026, financial planning) within a single source platform, as well as investment solutions through Advyzon Investment Management (AIM). With 50% of its team dedicated to engineering and product development, Advyzon focuses on continuous innovation based on user feedback and industry needs. Advyzon serves various segments of the financial services industry through specialized solutions, including Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices and ultra-high-net-worth clients. For more information, visit www.Advyzon.com and www.AdvyzonIM.com.

AIM is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon (“Advyzon”). All references to investment advisory services are provided by AIM, while technology and administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Professionals employed by Advyzon may refer qualified Advisory Firms to AIM. If a referred Advisory Firm engages AIM's services, the referring professional will receive a referral fee.

“I am so grateful for the opportunity to join Advyzon, which will allow me to amplify and accelerate my life’s work. I remain committed to helping advisors and their clients make data-driven decisions using behavioral finance principles.”

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