Advyzon

Brian Huckstep, CFA, CFP®, CIO of Advyzon Investment Management, LLC. (AIM), was interviewed for this article in Barron's Advisor asking #investment pros if we're in an #AI stock bubble - and whether they see signs of a bubble getting ready to burst. "This is a run-of-the mill bubble," said Brian. "We’ve seen this many times in the past. It is no different than the tech bubble. People suggesting that it’s different are quite often people who are selling you stocks or just people who are very optimistic. I recommend that people who are super optimistic on AI go back and read the book “Irrational Exuberance.” This is the exact same as 2007-2008 or 1998-1999, for the exact same behavioral reasons, even though the story is a little bit different." Read the full piece in Barron's: https://lnkd.in/eUXAuEUY #Investing #InvestmentManagement #Stocks #AIstocks See important disclosures: https://lnkd.in/e6n8wfDe

Advyzon Investment Management, LLC. (AIM) turned a potential $100k tax disaster into a powerful tax alpha opportunity. 👉 Swipe below to discover how AIM may help you turn taxes into your competitive advantage. #SoYouThinkYoureAFiduciary #TaxAlpha #TaxOptimization #WealthPreservation #CompetitiveAdvantage #FinancialAdvisors #TaxStrategy  Disclosures: For Investment Professionals Only. Case studies are provided for illustration only. Illustrations may not be indicative of future outcomes. Actual results may vary.  

One platform to rule them all? We certainly think so. At the recent #SchwabIMPACT conference in Denver, Advyzon presented a bold proposition to #FinancialProfessionals: the industry’s sprawling, multi-vendor #TechStacks have become inefficient and unsustainable, and our unified alternative is ready to supplant them. Kevin Hughes, President of #FinancialPlanning at Advyzon, described Advyzon's #AdvisorTech ecosystem as one built from the ground up on a single data layer and a unified user experience: “When I came here, it was truly a dream job to rebuild financial planning within an all-in-one platform. Everything is siloed today. Everybody’s tying pieces together, best of breed. Does it work together seamlessly? No. Is it all different screens? Yes.” Advyzon is here to change that. Read more in InvestmentNews: https://lnkd.in/gxVt2BnD #Fintech #WealthTech #FinancialAdvisors #WealthManagement

Citywire details our plan to roll out an alts marketplace within Advyzon Investment Management, LLC. (AIM) in 2026! "We definitely see a continued interest in alts in general and more specifically access to private markets," said AIM CEO Lee Andreatta, MBA. "Our roadmap is for a [unified managed account] being able to be sleeved with alts, and that’s what we’re building right now. Our assets are going to grow exponentially in 2026, and we’re going to be in hyper-growth mode on the #InvestmentManagement side." Read more here: https://lnkd.in/geyM-Xhm #AlternativeInvestments #AltsMarketplace #ModelMarketplace #PortfolioManagement #AssetManagement #PrivateMarkets

Advyzon is excited to showcase Auria at the 3rd Annual Family Office Tech & Ops Conference, hosted by FOTechHub! Join Kartik Srinivasan, President of Advyzon Institutional, on November 18 from 11:45 AM to 12:10 PM ET for a live demo of Auria’s Portfolio Management & Reporting capabilities — and see how our integrated technology empowers family offices with smarter workflows and seamless reporting. This virtual event brings together top family office executives, consultants, and technology innovators to explore the future of accounting, data management, and operations. 👉 Spots are limited, don’t miss your chance to see Auria in action! Register now: https://lnkd.in/gwUcmP2E

On September 5, 2025, in New York City, Impact Communications, Inc. - Marketing & PR hosted an Executive Roundtable featuring a series of in-depth conversations with seven executives from leading financial technology services and consulting firms. The discussions explored the evolving realities of the independent advisory and #wealthmanagement space. Moderated by Evan Simonoff, Editor-in-Chief of Financial Advisor Magazine, each discussion delved into the most pressing challenges and emerging opportunities facing #financialadvisors and #financialservices firms today. In this recap article from #FiduciaryVoices, discover valuable wisdom from the following executives: - Matt Morris, CEO of EncorEstate Plans on Reimagining Estate Planning for the Mass Affluent - Mike Ursitti, EVP of Advyzon Investment Management, LLC. (AIM) on Integrating Investment Management and Technology - Patrick Shaddow, CEO of Syntax Data on Empowering Advisors Through Real-Time Custom Indexing - Dave Goes, President of Enterprise Solutions at Advyzon on Scaling Innovation Through an Integrated Global Platform - Patric Glassell, Chief Growth Officer of Kwanti on Transforming Risk Conversations into Opportunities - Henry Zelikovsky, CEO of Softlab360 - Engineering Ideas Since 2000 on Harnessing Contextual AI for Smarter, Safer Insights - John O'Connell, MBA, CEO of The Oasis Group on AI as a Catalyst for Advisor Efficiency and Growth Read the full article here to discover all the insights from this roundtable: https://lnkd.in/gDq-vVhJ #WealthTech #FinTech #AI #InvestmentManagement #EstatePlanning #CustomIndexing #ExecutiveRoundtable

We're excited to share that we had not just one but TWO team members featured in the 2025 InvestmentNews Hot List, featuring this year's Top Financial Professionals in the US! "Those on InvestmentNews’ #HotList 2025 are quite simply the movers and shakers who have stepped up, enabling diversification for investors and providing access to more sophisticated investments," the report noted. First off was Kartik Srinivasan, President of Advyzon Institutional, who was recognized in large part thanks to the launch of #Auria this year, our new platform for #FamilyOffices and UHNW investors - in addition to multiple conference speaking appearances and numerous articles and interviews featuring Kartik's insights. Next up was Brian Huckstep, CFA, CFP®, CIO of Advyzon Investment Management, LLC. (AIM), who was all over the media this year! With interviews on Schwab Network, Nasdaq, InvestmentNews, RIA Channel, WealthManagement.com, and more, plus additional thought leadership published in Barron's, ThinkAdvisor, U.S. News & World Report, The Daily Upside, Reuters, and more - plus much recognition and awards for AIM - Brian's insights have made a huge impact on the #InvestmentManagement industry in 2025. Learn more and see the full list here: https://lnkd.in/eHMqxSBC #INHotList #InvestmentNews #TopFinancialProfessionals #WealthProfessionals #WealthManagement #FinancialServices

One account. Multiple strategies. Zero headaches.  Your $250k clients deserve billionaire-level portfolios — find out how Advyzon Investment Management, LLC. (AIM) can help provide this. 📅 Schedule a demo today: https://lnkd.in/g6GbRvDW #SoYouThinkYoureAFiduciary #UMA #InstitutionalInvesting #TaxEfficiency #WealthManagement #FinancialAdvisors #PortfolioConstruction  Disclosures: For Investment Professionals Only

At the 2025 #SchwabIMPACT Conference last week in Denver, the spotlight was on leadership and innovation in #WealthTech - none more so than during this interview with Kartik Srinivasan, President of #AdvyzonInstitutional. In this article from Advisorpedia and Douglas Heikkinen, Kartik shared the vision and strategic thinking behind #Auria, Advyzon’s recently launched platform tailored for UHNW clients and #familyoffices, and offered a detailed look at how we're tackling the industry’s toughest challenges around wealth complexity, generational transitions, and the management of alternative assets. “We had to create a unique data model and architecture for the ultra-high-net-worth space. Many families have multiple generations, entities, and decades of wealth accumulation. Auria was designed to view that wealth not just across portfolio accounts, but across generations, relationships, and ownership structures.” Read the full article here: https://lnkd.in/g_P3NQXq #WealthManagement #Fintech #AlternativeInvestments #GenerationalWealth #SchwabIMPACT2025

Standing room only at Schwab IMPACT® 2025. The Showcase Stage was packed as Mike Williams, Strategic Relationship Manager at Advyzon, and Ryan Garrison, Senior Manager of Digital Advisor Solutions at Schwab Advisor Services, took the spotlight. 🔥Together, they brought the house down with a live demo of Schwab’s new Digital Onboarding API—showing a full room how seamless, real-time account openings now happen directly inside Advyzon. Michael Williams Ryan Garrison 👉 Want to learn more? Contact us https://lnkd.in/g8HHk54b for your live demo. #Advyzon #SchwabIMPACT #PoweredByDisruption #WealthTech