Advyzon Investment Management
A Comprehensive Investment Solution Suite—All Integrated Within a Single Ecosystem
Ready to simplify portfolio management and support growth? Advyzon Investment Management (AIM), built directly within the Advyzon platform, combines robust investment management tools with access to a curated model marketplace, helping your team work more efficiently, streamline operations, and deliver greater value to clients. One platform. Many solutions.
First time in. Already #1.
We were just featured in the annual T3 / Inside Information Tech Survey for the first time—and Advyzon Investment Management (AIM) walked away ranked highest rated TAMP Service Provider among firms with more than 1% market share.
AIM was also ranked the second highest rated provider in Portfolio Design Solutions among those same firms.
Advyzon Investment Management: Success Stories
Watch client success stories to hear how advisors are using Advyzon Investment Management to simplify the way they manage client assets, streamline day-to-day investment operations, and create more time to focus on clients and scale their business growth.
Testimonials were provided by conference attendees at the 2026 Advyzon Conference. All attendees were given an opportunity to provide feedback. The individuals quoted are current clients of Advyzon Technology or Advyzon Investment Management, as applicable. No cash or non-cash compensation was provided in exchange for these testimonials. No client is required to provide a testimonial, and no client is treated differently for choosing not to do so. These testimonials may not be representative of the experience of all clients, and individual experiences can vary.
For T3 Rankings and Methodology, please see page 1 of the report.
Platform Offerings
Built as a seamlessly unified platform within Advyzon, AIM delivers a comprehensive investment solution suite—all integrated within a single ecosystem.
SMA/UMA Sleeve Framework
Combine multiple strategies or managers within one account, offering sleeve-level reporting and tax efficiency.
Direct Indexing
Customizable index portfolios enabling sector or thematic tilts, ESG integration, and ongoing tax-loss harvesting and transitions.
Nucleus—Strategist Marketplace
Access to hundreds of third-party stock, ETF, mutual fund, and fixed income SMA managers.
Partnered Trading
AIM monitors advisor-built models, executes trading, rebalancing and monitors cash needs while monitoring tax transition and tax loss harvesting.
AIM Models
Ready-made portfolios span active/passive strategies, ETFs, income, and SMA strategies across equities, international, bonds, and alternatives—and can be fully white-labeled through AIM models.
OCIO Solutions
White-labeled portfolio design, asset allocation, risk tools, and dedicated portfolio management support for advisors.
Sphere—Manager Sponsored Platform
Manager-subsidized platform giving access to institutional-grade models with zero strategist and trading fees.
Tax Management & Optimization Framework
Tax overlays and transition tools designed to help manage realized gains, support after-tax returns, and implement tax-loss harvesting in an efficient manner.
Connect With Us Today.
Streamline investment management operations and enhance client experience capabilities.