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, 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.

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.

​Originally published on Business Wire​ on May 21, 2024. Read full article here.

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.

Originally published on Business Wire on February 15, 2024. Read full article here.