Advyzon Powers Citi’s Global Unified Managed Account Program

Advyzon Enterprise Solutions and Advyzon Investment Management (AIM) have been selected by Citi Wealth to deliver a Global Unified Managed Account (UMA) program across North America, Latin America, EMEA, and APAC. 

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A Custom Global Platform Delivered  

Global institutions need a wealth program engineered for their unique business needs: AI-enabled, multi-currency, multi-jurisdictional, and scalable across every market it serves.

Advyzon Enterprise Solutions provides the foundation, a single modular platform that unifies the advisor and client experience without the limitations of disconnected systems. Advyzon Investment Management (AIM) powers the investment core with the capabilities broker-dealers, bank trusts, and aggregators require: UMA, model management, tax overlay, direct indexing, and alternatives.

One seamless experience across every client relationship.  

Advyzon Enterprise Solutions

A Modular, Unified Platform Built to Scale Worldwide 

Advyzon Enterprise Solutions helps firms move beyond fragmented legacy systems with a modern platform built on a single data foundation. By unifying billing, reporting, investment management, and CRM, the platform improves visibility, scales operations, and creates more consistent experiences across teams and business lines. 

Designed to support operations and multi-currency wealth management, Enterprise Solutions serves a broad range of firms—from global banks to growing aggregator networks—each with its own goals, and business requirements. Our modular architecture allows firms to implement the capabilities they need today and expand over time within the same connected platform. 

Unified Platform Architecture

One secure system connecting the entire wealth stack, eliminating fragmentation.

Global Multi-Currency Support

Seamless support for cross-border portfolios and global client relationships.

Integrated Trading and Rebalancing

Built-in tools to manage complex strategies with precision and scale.

Unified Reporting and Billing

Streamlined operations with consistent, transparent client reporting.

AI-Enabled Operational Intelligence

Embedded AI to automate workflows and surface actionable insights.

Rebalancing/Trading

Tax-aware rebalancing across models, households, and custodians—with drift controls, block trading, and audit-ready compliance.

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Advyzon Investment Management (AIM)

The Investment Engine Behind the Platform

Advyzon Investment Management (AIM) is a fully integrated investment management solution.

AIM’s architecture delivers a cohesive, institutional-grade experience from portfolio construction through execution. The result is an investment solution that moves at the speed of the platform—and elevates the standards that leading advisors can expect.

UMA & SMA Solutions

Institutional-grade portfolios with full flexibility and customization.

Model Marketplace

Access to a curated set of models across asset classes.

Direct Indexing

Personalized portfolios with tax optimization and customization.

Tax Optimization

Tools for tax-loss harvesting, transitions, and gain management.

Alternatives Management

Integrated access to private markets and alternative strategies.

OCIO Services

Outsourced investment management with institutional expertise and oversight.

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For Your Clients

For Investment Firms

Simpler. More Transparent. Genuinely Global.
  • One unified view of all holdings and exposures
  • Full visibility into fees and portfolio activity
  • Digital onboarding and streamlined account opening
  • Multi-currency support for all investment needs
  • Access to ETFs, mutual funds, SMAs, and alternatives in one UMA
  • Enhanced reporting across regions and asset classes
Scale with Confidence
  • Fully outsourced investment management within a unified platform
  • Flexible portfolio construction through a curated model marketplace
  • Automated trading, rebalancing, and cash management
  • Customizable reporting, portal and client experience
  • Integrated billing, dashboards, and business intelligence

Ready to See What’s Possible?

The platform is ready to help you build your foundation for growth 

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Disclosures
Advyzon is a unified wealth management technology platform for financial advisors, wealth management firms, broker-dealers, and family offices. Founded by CEO Hailin Li, Ph.D., CFA, Advyzon integrates portfolio management, performance reporting, trading, CRM, billing, and document storage within a single platform, and offers investment solutions through Advyzon Investment Management (“AIM”). With 50% of its team dedicated to engineering and product development, Advyzon focuses on continuous innovation based on user feedback and industry needs.

Advyzon serves the financial services industry through solutions that include Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices and ultra-high-net-worth clients. For more information, visit www.Advyzon.com and www.AdvyzonIM.com.

Investment advisory services are offered by AIM, a registered investment adviser, and is a wholly owned subsidiary of yHLsoft Inc., doing business as Advyzon (“Advyzon”).  References to investment advisory services relate to AIM, while technology and administrative support services are provided by Advyzon. AIM’s advisory services are offered to financial advisers and advisory firms for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Professionals employed by Advyzon may refer qualified advisory firms to AIM. If a referred advisory firm engages AIM, the referring professional will receive a referral fee, which creates a conflict of interest.

Statements in this communication that indicate approval, support, or recommendation of AIM are endorsements. These endorsements are made by clients of AIM. No direct or indirect compensation was paid for these endorsements. Statements within are a reflection of the individual’s experience; they may not be indicative of any other individual’s experience. Any endorsement should not be viewed as a guarantee of future results, investment performance, or client experience. The individual’s relationship with AIM may present a conflict of interest.