Model Marketplace
Introducing Nucleus, the model marketplace within the Advyzon Investment Management (AIM) platform. Nucleus is a cutting-edge solution designed to empower financial advisors by providing them with access to a wide range of investment models. With its robust capabilities, Nucleus serves as a valuable resource for advisors seeking to enhance their investment capabilities and better meet their clients’ needs all while being fully integrated into Advyzon.
Strategist Spotlights
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Advyzon was founded in 2012 by Hailin Li – former Senior Vice president, Advisor Solutions at Morningstar. Hailin was the chief architect behind Morningstar Office from 2003 to 2010 when he left to branch out on his own and start Advyzon. Our purpose is to provide an intuitive, comprehensive technology for financial advisory firms. Based […]
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Put our powerful portfolio management capabilities to work for you. Backed by more than 75 years of Fidelity’s investing and portfolio management experience, our broad range of portfolio investment strategies and model portfolios can help you create portfolios tailored to your clients’ investment goals. Our suite of active and passive investment solutions can provide you […]
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Washington Crossing Advisors views on investing and markets are regularly sought by national media out- lets, including CNBC, Bloomberg, Fox Business News, The Wall Street Journal, Forbes, and Reuters. The Washington Crossing Advisors management team has served Stifel’s financial advisors and their clients for over 25 years.
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Put our powerful portfolio management capabilities to work for you. Backed by more than 75 years of Fidelity’s investing and portfolio management experience, our broad range of portfolio investment strategies and model portfolios can help you create portfolios tailored to your clients’ investment goals. Our suite of active and passive investment solutions can provide you […]
UMAs (Unified Managed Accounts)
Portfolio Construction
UMAs are an innovative approach offered through Advyzon Investment Management which involves creating portfolios by combining various investment models available within Nucleus. Each model represents a “sleeve” of the overall portfolio, contributing to a diversified and well-structured investment strategy.
Diversification and Risk Management
Sleeved UMAs leverage the expertise of multiple investment managers and models, providing enhanced diversification across asset classes, investment styles, and market sectors. This diversification can help manage risk and optimize potential returns.
Centralized Oversight
UMAs are an innovative approach offered through Advyzon Investment Management which involves creating portfolios by combining various investment models available within Nucleus. Each model represents a “sleeve” of the overall portfolio, contributing to a diversified and well-structured investment strategy.
Tax Efficiency
UMAs can provide opportunities for tax optimization, tax loss harvesting, and expanded reporting capabilities.
SMAs (Separately Managed Accounts)
Customization
SMAs offer a high level of customization, allowing advisors to tailor investment portfolios to meet the unique needs, preferences, and constraints of individual clients.
Direct Ownership
With SMAs, clients have more direct ownership of the underlying securities in their portfolio, offering transparency and potential tax benefits, as they can selectively manage capital gains and losses.
Flexibility
Advisors have the flexibility to implement specific investment strategies, including individual security selection, tax management, and portfolio rebalancing, based on the client’s objectives.
At Advyzon Investment Management, we offer a range of investment options to empower financial advisors and help them meet their clients’ unique goals. Whether you prefer the customization of SMAs, or the expanded capabilities of UMAs, we have the tools and resources to support your investment management needs. Contact us today to learn more about how you can enhance your investment offering.
Seamless User Experience
Discover the user-friendly interface and intuitive navigation of Nucleus today. Experience the ease of finding, evaluating, and investing in investment models that align with your investment goals. Empower yourself with the tools and resources to make confident investment decisions and embark on a technology forward investment journey with Nucleus by your side.
Discover Nucleus
Your User-Friendly Gateway to Investment Models. Powerful features and a seamless interface, make it effortless to discover, evaluate, and invest in models that suit your needs.
Effortless Model Search
With robust search functionalities, you can easily explore the universe of investment models available in the marketplace. Simply enter your criteria, filter options, and instantly access models that meet your needs.
Detailed Performance Analytics
Access performance analytics, and evaluate historical performance, risk metrics, and other key indicators.
Risk Assessment Tools
Evaluate models based on risk-adjusted metrics, volatility measures, and other risk factors to build a well-balanced and diversified investment strategy.
Model Comparison
Analyze multiple models side by side, evaluating their performance, asset allocation, and other relevant criteria to choose the one that best aligns with your investment goals.
Implement with Confidence
Nucleus provides a seamless implementation process, guiding you through the necessary steps to onboard your accounts.
Take this opportunity to make your own decisions about how you want to run your practice. Using Advyzon, you have options to customize the look, feel, and functionality of your technology. From the white labeled client portal and reporting, to our tailor-made client onboarding, Advyzon provides all of the tools to catalyze your practice growth. Onboarding with our team is simple and our white glove approach makes it easy to get you up and running with Nucleus quickly.