Articles from Advyzon

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.

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has recently enhanced its integration with Schwab Advisor Services to incorporate more streamlined, single sign-on (SSO) capabilities for advisors’ end clients, as well as seamless digital account opening.

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced details for the third annual 2026 Advyzon Conference, returning to the Sheraton Downtown Phoenix and taking place January 26–28, 2026.

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that financial planning will be a new offering on their platform and that Kevin Hughes, former executive at MoneyGuidePro, has joined as President of Financial Planning. In addition, Tony Leal, co-founder of MoneyGuide, will serve in a strategic advisory role as Executive in Residence.

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.1 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.

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently introduced Clark Richards to the team as Vice President of Client Success.

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that it was selected by Indivisible Partners, a privately-owned independent advisory firm, to form the nucleus of its wealth platform.

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently achieved very high client satisfaction ratings and significantly increased market share in multiple categories of the 2025 T3 / Inside Information Advisor Software Survey – including earning the highest rating in the All-In-One Software category (8.88) for the eighth consecutive year, and for the first time, becoming the market leader in the category by capturing a 9.96% market share.

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a partnership with the Correspondent Clearing division of StoneX Financial Inc., a wholly owned subsidiary of StoneX Group Inc. (“StoneX”; NASDAQ: SNEX). StoneX is an institutional-grade financial services firm that provides global market access, clearing and execution, trading platforms, and more, serving more than 54,000 commercial, institutional, and global payments clients and over 400,000 retail accounts from more than 80 offices across five continents.

Hailin Li, founder and CEO of Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, last week was named the winner of the Executive of the Year award among Technology Platforms, Products and Services in the ThinkAdvisor 2024 Luminaries Awards.

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a robust new integration with iCapital1, the global fintech platform driving the world’s alternative investment marketplace for the wealth and asset management industries.

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a new product offering from Advyzon Institutional called Auria.

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today 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.

Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, and Syntax Data, a financial data and technology company that codifies business models into a relational system called Affinity® Data, today announced a partnership that will provide financial advisors with the ability to produce highly customized financial portfolios at scale.

Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently announced that Samantha Schwimmer has joined the team as Chief Marketing Officer. With nearly 15 years of experience in the financial services industry, Schwimmer brings her marketing expertise to the award-winning all-in-one wealthtech platform.

Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, has just 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.

Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, today announces the dates and location of the second annual Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida.

Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, announced two new additions to the executive team, Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales. These hires come on the heels of the inaugural Advyzon Conference that took place February 20-22, 2024 in Phoenix, Arizona, where several key enhancements of the next generation platform – which includes a new mobile app, workflow automations, artificial intelligence capabilities, and rebalancing tax optimizations – were announced.

Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently achieved high client satisfaction ratings in multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in the All-In-One Software category for the seventh year in a row.

Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, today announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions, a division of Apex Fintech Solutions Inc. (Apex) that empowers the future of wealth management with digital custody and clearing provided through Apex Clearing Corporation. The collaboration was announced during the inaugural Advyzon Conference, taking place February 20-22, 2024 in Phoenix, Arizona. Apex is also attending, sponsoring, and exhibiting at the conference, and will participate in a Custodial Technology Panel happening today at 8:55am PST.

Could performance-based billing boost a financial advisor’s business? This is one of the questions that Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, dug into as they analyzed new data recently released in their third annual Billing and Fee Study, a white paper based on original research that analyzes which fee models independent financial advisors (IARs and RIAs) are using today. The report uncovers recent trends in billing and fees, plus offers insights into where the industry may be headed.