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Citi Wealth announced a strategic agreement to partner with Advyzon Enterprise Solutions and Advyzon Investment Management (Advyzon) to deliver a Global Unified Managed Account (UMA) Program for Citi Wealth clients. Advyzon was selected following a thorough and competitive search to identify a strategic partner, offering both state-of-the-art technology and a fully scalable, configurable, Artificial Intelligence-enabled, multi-currency, multi-jurisdictional Turnkey Asset Management Program (TAMP). Advyzon’s modern architecture and capabilities include Model Management, Manager Marketplace, Tax Overlay and Direct Indexing, Trading, Portfolio Modelling, Rebalancing, Billing, and Reporting. Originally posted on Business Wire on April 21, 2026. Read the full article here. Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, earned industry-leading client satisfaction ratings across multiple categories of the 2026 T3 / Inside Information Software Survey – one of the most respected studies in the wealthtech industry. Advyzon was recognized as a ‘Software All-Star’ – achieving top satisfaction ratings and meaningful market share across five categories: All-In-One Programs, CRM, Portfolio Management Tools, Trading/Rebalancing, and Account Aggregation. The survey also identified Advyzon as one of the platforms advisors are most likely to switch to across every category in which it appeared. Originally posted on Business Wire on March 26, 2026. Read the full article here. Advyzon Investment Management (AIM), a seamlessly integrated unified investment solutions platform through the comprehensive wealthtech platform Advyzon, announced an exciting new relationship with Schwab Asset Management®, offering Wasmer Schroeder® Strategies, a provider of a broad host of portfolio strategies across the duration, credit, and tax-efficiency spectrum. Schwab Asset Management and its Wasmer Schroeder Strategies will be the first fixed income focused strategist available in AIM’s Manager Traded Strategy program. As the first manager traded strategies available on AIM’s Nucleus Model Marketplace, Schwab Asset Management will manage the day-to-day trading. The AIM investment team currently builds and trades individual bond strategies, but the Wasmer Schroeder Strategies will be AIM’s first actively managed strategies by an outside fixed income manager. Originally posted on Business Wire on January 26, 2026. Read the full article here. Impact Communications, a leading marketing and PR firm exclusively serving the financial services industry, is proud to announce that eight of its nominated clients have been named finalists in the 2025 ThinkAdvisor Luminaries Awards. This recognition highlights the exceptional contributions by these organizations in advancing the financial advisory and wealth management profession. Now in its fifth year, the prestigious Luminaries Awards program is presented annually by ThinkAdvisor to celebrate individuals and firms in financial services who demonstrate excellence beyond traditional metrics. Categories span firm and individual awards recognizing product or service innovation, thought leadership and education, industry disruption, and more. Among the finalists for the 2025 ThinkAdvisor Luminaries Awards are Impact clients Advyzon, Advyzon Investment Management (AIM), Syntax Data, The Oasis Group, Libretto, Kwanti, StraightLine, and EncorEstate Plans, each recognized for their outstanding achievements in advancing the success of financial advisors. Originally posted on Business Wire on November 18, 2025. Read the full article here. Advyzon and Advyzon Investment Management (AIM) Win 2025 Wealth Management Industry Awards9/25/2025
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.” Originally published on Business Wire on September 25, 2025. Read full article here. Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, 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.” Originally published on Business Wire on August 7, 2025. Read full article here. 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. Originally published on Business Wire on November 18, 2024. Read full article here. 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. Originally published on Business Wire on October 23, 2024. Read full article here. 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. Originally published on Business Wire on October 22, 2024. Read full article here. 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. Originally published on Agility on August 12, 2024. Read full article here. |
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