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.
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