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, 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. Advyzon offers advisors a comprehensive solution that combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, CRM, client billing, and secure document storage – plus a model marketplace with access to third-party strategists via turnkey asset management with AIM.
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. Syntax Data’s output includes back-tested performance, detailed statistical analysis, and an institutional-grade methodology document that provides total transparency into the investment process.
“We’re very excited to partner with Syntax Data and introduce direct indexing solutions into Advyzon,” said Lee Andreatta, CEO of Advyzon Investment Management. “The integration of Syntax’s indexing capabilities into Advyzon’s comprehensive platform gives us a clear advantage in providing a full range of investment-related services to RIAs that facilitate the organic growth of their practices – most notably, seamlessly taking a taxable account, creating a personalized index, and then transitioning it through AIM’s Tax Transition Optimization Engine designed to create tax alpha with the goal of maximizing after-tax returns.”
“We are proud to partner with Advyzon, adding our revolutionary financial data and technology to their platform,” said Syntax Data CEO Patrick Shaddow. “At a time when investment advisors face growing demands for customization and differentiation, the combination of Advyzon and Syntax Data provides a timely and effective solution to meet the increasingly complex needs of investors.”
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