Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, has officially announced the launch of Sphere, which happens to be a manager-sponsored platform geared towards providing a curated hub of professionally managed portfolios.
According to certain reports, this particular solution makes it possible for financial advisors and their clients to leverage institutional-grade models and investment strategies. More on the same would reveal how Sphere can empower advisors to achieve scale with sophisticated, professionally managed model portfolios from industry-leading strategists, thus streamlining and enhancing the overall value of an advisor’s practice.
All in all, Sphere will initially launch with six managers: Franklin Templeton, Zacks Investment Management, VanEck, Innovator Capital Management, Potomac, and Janus Henderson Investors.
“We’re thrilled to introduce Sphere to the market because it represents a fundamental shift in how advisors can access institutional-quality investment management,” said Alex Riedel, Managing Director, Head of Client Portfolio Management at Advyzon Investment Management (AIM). “While others in the industry have zero strategist fees, we’ve gone a step further by significantly reducing platform and trading fees. In doing so, we’re removing one of the biggest barriers that has prevented many advisors from offering their clients professionally managed model portfolios: cost.”
Talk about the whole value proposition on a slightly deeper level, we begin from the promise of professional portfolio management, which spans across asset allocation, manager selection, and dynamic adjustments from prestigious asset managers and specialized boutique firms.
Next up, we have an assortment of comprehensive strategy options. These options include investment approaches including traditional, tax-sensitive, alternative investments, inflation-fighting real assets, and tactical allocation solutions.
“Zacks Investment Management is very excited to be a part of Advyzon’s new model program,” said Greg Murphy, Managing Director of National Sales at Zacks. “It was clear to us that Advyzon is an industry leader in providing comprehensive wealth management technology to financial advisors, and a firm that Zacks wanted to partner with. The launch of Sphere provides financial advisors and RIAs an end-to-end solution that will create practice management efficiencies, while also giving them access to cost efficient money management.”
Another detail worth a mention relates to the prospect of flexible account support. This translates to how Sphere brings to fore solutions that are compatible with all account types and sizes, from tax-sensitive non-qualified accounts to sophisticated large accounts with global diversification.
Hold on, we still have a couple of bits left to unpack, considering we haven’t yet touched upon the solution’s bid to deliver industry-leading cost savings. We say so because of Sphere’s call for zero strategist fees, along with exclusive lower platform and trading fees that deliver comprehensive savings.
Rounding up highlights would be a facility focused on providing complete operational support, which is inclusive of professional trading, reporting, and billing services that allow advisors to focus on client relationships rather than portfolio management.
Founded in 2012, Advyzon’s rise up the ranks stems from integrating portfolio management, performance reporting, trading, CRM, billing, and document storage within a single source platform, as well as investment solutions. The company’s solutions assortment presently includes Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices and ultra-high-net-worth clients.
“Franklin Templeton leverages cutting-edge strategies and deep industry insights to unlock opportunities to help grow wealth,” said Sam Marciano, Head of SMA Distribution at Franklin Templeton. “We believe success requires more than just expertise – it demands powerful partnerships. Our launch on Advyzon’s Sphere platform underscores our ongoing commitment to expanding our reach within the advisor community and delivering professionally managed model portfolios that provide advisors with a broad array of compelling options to help meet their clients’ investment goals.”
