CLIENT STORIES
Stop Working Inside Your Business
Whether you’re scaling a firm, running your own RIA, or still in the weeds on client accounts, see how AIM fits the way you actually work.
“They’ve optimized it in so many ways, I’m not sure I could count them right now.”
Jeff Emrich, CFBSSM
Financial Advisor and Partner
Vantus Wealth
In Their Own Words
Three Financial Professionals. One Platform. Real Results.
Seamlessly Transition Between Models
Charles, Principal at Forthright Capital, uses custom models and AIM’s model marketplace, seamlessly giving his firm the flexibility to scale without adding technology costs.
Onboard a Client in 15 Minutes
Jeff, Partner at Vantus Wealth, cut onboarding from three hours to 15 minutes and now spends that time on tax optimization, UMAs, and the tools that actually grow his business.
Do More With a Lean Team
Marah, CEO of Fineberg Financial, delegates, controls, and blends models while tracking individual and combined performance with a dedicated trader she considers an extension of her own firm.
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.
An All-In-One Platform Built for How Advisors Actually Work
Most outsourced investment management services do one thing well. AIM was built differently—as the connective tissue between every tool, model, and workflow your practice depends on.
The result: more flexibility, potential lower cost, and a service level that simply cannot be compared.
Tax-Loss Harvesting. UMAs. And That’s Just the Start.
The tools advisors used to need three platforms to access are all here—tax optimization, manager marketplace, UMA technology—working together the way they should have always worked.
Your Models, Their Models, Blended Your Way.
Access AIM models, your own proprietary strategies, and third-party managers—all in one view. Build, assign, and blend portfolios exactly the way your practice requires.
A Trader Who Actually Picks Up the Phone.
Yes, we do have a chatbot. But also a real person who knows your book, calls to verify before acting, and brings human judgment to every tax-loss harvesting opportunity.
Scale Your Practice Without Scaling Your Complexity.
Whether you’re managing 50 clients or 500, AIM flexes with your practice. Growth feels like momentum, not a reason to overhaul everything that’s working.