New integration elevates portfolio management
for financial services professionals
Advyzon Investment Management (AIM), a turnkey asset management
program (TAMP) under the umbrella of comprehensive technology
platform Advyzon, recently announced a partnership with FINIAT, a
leading provider of wealth management software that enables
financial advisors to provide turnkey trading for their client’s
portfolios.
The partnership takes FINIAT’s powerful solutions to the next
level by integrating them with Advyzon’s trading and portfolio
management capabilities. This seamless integration enables
financial advisors to:
- Automate and personalize portfolio management for each client,
leveraging FINIAT’s Intelligent Allocation® Portfolio Management
Platform and iindex® Intelligent Indexing solutions
- Access a comprehensive, end-to-end portfolio management
solution that streamlines investment strategies and enhances client
outcomes
- Scale their business with confidence, backed by Advyzon’s
robust and scalable architecture
“We’re very excited to have the opportunity to partner with
FINIAT and help enhance their turnkey platform,” said Lee
Andreatta, CEO of AIM. “Our technology was designed to make
advisors’ lives easier, and we’re happy to bring the capabilities
of Advyzon to FINIAT and Advyzon advisors alike.”
“The trend of passive investing strategies has left many
advisors searching for ways to demonstrate their value to their
clients,” said Rob Bandy, CEO of FINIAT. “Advisors increasingly are
struggling to differentiate from low cost index providers. They are
searching for more customized strategies that can treat market
volatility as an opportunity.”
With Advyzon’s innovative technology, FINIAT’s solutions will be
automated, allowing advisors to effortlessly maintain optimal
portfolios – with dynamic adjustments to reflect changing market
conditions and client goals. Advisors can prioritize high-value
activities such as client relationships and business development
while the platform handles the intricacies of portfolio
management.
CONTINUOUSLY OPTIMIZING PORTFOLIO STRATEGIES WITH AN ACTIVE
APPROACH
FINIAT is a technology company dedicated to empowering advisors
with a proprietary quantitative engine that continuously optimizes
portfolio strategies, providing explainable adjustments using an
active approach. In a world of indexing and lower fees, FINIAT
offers a robust suite of technologies, including the Intelligent
Allocation® Portfolio Management Platform, which provides active
adjustments in an explainable way to advisors, and iindex®
Intelligent Indexing Solutions, providing an intuitive way to
quickly create stock SMAs that keep only the stocks needed in order
to align closely to initial risks.
FINIAT differentiates advisors and their portfolio management
through proprietary technologies that position and adjust client
portfolios according to the profile determined by the advisor. As
the market changes, the portfolio changes – providing value to the
client with explainable adjustments.
AIM EMPOWERS ADVISORS TO WORK ON THEIR BUSINESS, NOT IN
IT
Advyzon Investment Management, which launched in Spring 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 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.
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.
ABOUT ADVYZON AND ADVYZON INVESTMENT MANAGEMENT
Advyzon provides comprehensive, intuitive, cloud-based, wealth
management technology for independent financial advisors and
registered investment advisors (RIAs) and currently serves over
1,500 advisory firms. 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 FINIAT
After enduring the 2008-2009 financial crisis in buy-and-hold
portfolios, Rob Bandy, founder of FINIAT, was desperate for a
different way to manage investments and wanted to regain some
control against a volatile and merciless market. With buy-and-hold
portfolios, the primary option is to sell part of the portfolio,
but knowing when to buy back in is nearly impossible. FINIAT was
created to try to take back some of that control. The firm aimed to
give financial advisors a clear process to follow and a message
that is easy to articulate to clients, demonstrating the value
advisors provide. Rob found early success using a data-driven
approach to adjusting portfolios with clients, providing them with
a more stable portfolio and better risk-adjusted returns. FINIAT
offers advisors access to institutional-level portfolio management,
delivering algorithmic portfolio adjustments to help mitigate
downside volatility and capitalize on the upside by increasing
exposure to productive assets. This approach provides advisors with
a distinctive portfolio strategy and story, enhancing the client’s
overall portfolio experience by focusing on their journey and needs
while still using familiar investments – but leveraging a
proprietary methodology. FINIAT focuses on enabling advisors to
stay ahead of the curve in portfolio management, allowing them to
feel confident and prepared. To learn more about FINIAT, visit
www.FINIAT.com.
There is no form of legal partnership, agency affiliation, or
similar relationship between FINIAT and either Advyzon or AIM, nor
is such a relationship created or implied by the information
herein.
Statements made by FINIAT in this communication that indicate
approval, support, or recommendation of Advyzon Investment
Management (AIM) are considered endorsements. These endorsements
are made by representatives of FINIAT, and FINIAT has a business
relationship with AIM. No cash compensation was paid to these
parties for their statements; however, AIM receives compensation
from FINIAT to cover the cost of AIM’s services for Advisors that
establish a relationship with FINIAT.
All investments and investment strategies involve the risk of
loss. Investors are encouraged to consult with a financial
professional before investing.
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version on businesswire.com: https://www.businesswire.com/news/home/20240709164597/en/
Jonny Swift Impact Communications, Inc. 913-649-5009
JonnySwift@ImpactCommunications.org