TAMP now has over 280 strategies from 46 asset
managers
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.
“Our continued focus is on providing advisors easy access to the
tools and services they need,” said Meghan Holmes, Chief Operating
Officer at AIM. “These recent additions are based on advisor-driven
requests. By providing access to some of the most well-known asset
managers, while also supporting smaller boutique providers,
advisors have choice and flexibility in customizing a client’s
overall portfolio in order to meet their needs.”
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.
AIM EMPOWERS ADVISORS TO WORK ON THEIR BUSINESS, NOT IN
IT
Advyzon Investment Management, which launched in March of 2022,
was created to allow financial advisors to be more efficient via a
better integrated user experience by providing TAMP services
conveniently within Advyzon's single source code platform. AIM’s
managed portfolio solutions and high touch service model allow
advisors to achieve operational efficiencies along with
comprehensive investment selection and modeling, while empowering
them to work on their business, not in it.
Advyzon's cloud-based platform combines portfolio management,
customizable performance reporting, trading and rebalancing, client
web portals, client relationship management (CRM), client billing,
and document storage – plus a model marketplace with access to
third party strategists via turnkey asset management with AIM –
making it easy for advisors to run their financial planning and
investment advisory firms while managing their client accounts with
efficiency and ease. Advyzon currently serves over 1,500 advisory
firms.
AIM offers risk-based models including active/passive mutual
funds and ETFs, a tax-sensitive ETF only solution, an ESG
active/passive model, an alternative model, and direct indexing, as
well as tools and methodologies around tax optimization and tax
loss harvesting. The firm has continued to build out additional
investment products around all of these core offerings, as well as
offer new strategies, as they’ve evolved over the course of their
first year in business.
In addition to their investment offering, AIM provides a
personalized service model to advisors based on their philosophy of
insourcing versus outsourcing. AIM's service team members are
personally assigned to individual advisors and take the time to
truly understand their businesses, helping with the heavy lifting
on the whole lifecycle of an account including account opening,
billing, reporting, trading, data reconciliation, and acting as a
custodial liaison.
Within the past year, AIM has announced multiple partnerships
with industry leaders. In May 2023, tru Independence announced that
Advyzon was chosen to provide the foundational chassis for truView,
a new Experience-As-a-Service (EAS) platform that combines
behavioral finance, fintech, and human capital to drive business
growth.
In February 2024, AIM announced a partnership with Nebo Wealth –
an award-winning asset allocation and portfolio design platform
from global asset manager Grantham, Mayo, Van Otterloo & Co.,
LLC (GMO) – where AIM powers and serves as a turnkey platform for
Nebo Wealth, creating an end-to-end solution that enables RIAs to
streamline and automate the process of delivering personalized
portfolios for each and every client at scale.
NUCLEUS MODEL MARKETPLACE
In Spring 2023, AIM announced the launch of the Nucleus Model
Marketplace, which is fully integrated into the comprehensive,
award-winning Advyzon platform built on single source code. Adding
a model marketplace enhances AIM’s TAMP offering and moves Advyzon
closer than ever to offering a fully comprehensive solution for
financial advisors and investment managers to run their firms.
The Nucleus model marketplace is structured for unified managed
accounts (UMAs) and includes sleeve-level reporting and trading.
Users have access to nearly 300 risk-based models and SMAs from
some of the top third-party management firms in the industry –
traded by AIM – incorporating both advisor created models and
strategist sleeves.
Single and multi-sleeve setup and trading include a variety of
features, including cash management, dollar-cost averaging (DCA)
and required minimum distribution (RMD) schedules, a ‘Do Not
Buy/Sell’ securities list, equivalencies, carve outs, location
optimization, maximum annual cap gain limit, onboarding tax
management and ongoing tax loss harvesting, and wash sale alerts.
AIM plans to add to Nucleus’ features and capabilities in the
coming months.
To learn more about Advyzon Investment Management and the
Nucleus Model Marketplace, please click here.
ABOUT ADVYZON AND ADVYZON INVESTMENT MANAGEMENT
Advyzon provides comprehensive, intuitive, cloud-based, wealth
management technology for independent financial advisors and
registered investment advisors (RIAs). The Advyzon technology
platform combines Advyzon Investment Management’s turnkey asset
management program (TAMP) with portfolio management, customizable
performance reporting, trading and rebalancing, client web portals,
client relationship management (CRM), client billing, and document
storage. AIM's managed portfolio solutions and high touch service
model empowers financial advisors to achieve operational
efficiencies along with comprehensive investment selection and
modeling. 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 investment advisory services are provided by AIM,
while some technology and administrative support services are
provided by Advyzon. AIM's advisory services are available to
financial advisors for use in managing assets for their clients
only, and do not provide advisory services directly to retail
investors. To learn more about Advyzon, visit www.Advyzon.com. To
learn more about Advyzon Investment Management, visit
www.AdvyzonIM.com.
ABOUT STRATEGISTS
With the exception of the propriety models offered by AIM, all
other Strategists in the Nucleus program are independent companies
that are unaffiliated with AIM and act as service providers to
AIM.
There is no form of legal partnership, agency affiliation, or
similar relationship between financial advisors using the program
and the Strategists or AIM, nor is such a relationship created or
implied by the information herein. Strategists are not involved
with the preparation of the content supplied by AIM.
Statements made by third parties in this communication that
indicate approval, support, or recommendation of Advyzon Investment
Management (AIM) are considered endorsements. These endorsements
are made by representatives of third party strategists, which are
not current clients of AIM, and no cash compensation was paid to
these parties for their statements. AIM receives compensation from
third party strategists on the platform to cover the cost of AIM’s
administration and monitoring of the Models/Strategies. In
addition, third party strategists on the AIM platform will receive
compensation when advisors employ their strategies.
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Media Contact: Jonny Swift Impact Communications, Inc.
913-649-5009 JonnySwift@ImpactCommunications.org