New platform allows advisors and clients to benefit from institutional-grade strategies at a low cost

Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within Advyzon, today announced the launch of Sphere, a manager-sponsored platform providing a curated hub of professionally managed portfolios. Sphere allows financial advisors and their clients to benefit from institutional-grade models and investment strategies with zero strategist fees.

“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 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.”

“Sphere isn't just another investment platform – it’s our commitment to democratizing access to sophisticated investment strategies,” said Lee Andreatta, CEO of AIM. “This launch aligns perfectly with our mission to empower advisors through technology, and we believe Sphere will be transformative for advisors who want to deliver exceptional investment outcomes without the traditional cost burden.”

Sphere will initially launch with six managers: Franklin Templeton, Zacks Investment Management, VanEck, Innovator Capital Management, Potomac, and Janus Henderson Investors.

“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.”

Sphere is designed to help advisors achieve scale with sophisticated, professionally managed model portfolios from industry-leading strategists, streamlining and enhancing the overall value of an advisor’s practice. Advisors on the Sphere platform will receive:

• Professional Portfolio Management: Ongoing asset allocation, manager selection, and dynamic adjustments from prestigious asset managers and specialized boutique firms.
• Comprehensive Strategy Options: Extensive investment approaches including traditional, tax-sensitive, alternative investments, inflation-fighting real assets, and tactical allocation solutions.
• Flexible Account Support: Solutions for all account types and sizes, from tax-sensitive non-qualified accounts to sophisticated large accounts with global diversification.
• Industry-Leading Cost Savings: Zero strategist fees plus exclusive lower platform and trading fees that deliver comprehensive savings.
• Complete Operational Support: Professional trading, reporting, and billing services that allow advisors to focus on client relationships rather than portfolio management.

“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.”

AIM’s managed portfolio solutions and white-glove service model allow advisors to achieve operational efficiencies along with curated investment selection and modeling – empowering advisors to work on their business, not in it. Sphere is the latest addition to AIM’s proven track record alongside the award-winning Nucleus Model Marketplace, which is regularly enhanced with new models, asset managers, and solutions for SMAs/UMAs, including detailed sleeve-level reporting and trading capabilities.

To learn more about Sphere, please click here. For more information about utilizing the Sphere platform, please contact Sales@AdvyzonIM.com.

ABOUT ADVYZON AND ADVYZON INVESTMENT MANAGEMENT (AIM)

Advyzon is a unified wealth management platform built on modern, proprietary architecture 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 source platform, as well as 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 various segments of the financial services industry through specialized solutions, including 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.

AIM is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon (“Advyzon”). All references to investment advisory services are provided by AIM, while technology and administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers 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's services, the referring professional will receive a referral fee.

Statements made in this communication that indicate approval, support, or recommendation of AIM are considered endorsements. These endorsements are made by representatives of Franklin Templeton and Zacks Investment Management who are not current clients of AIM. No cash compensation was paid to these parties for their statements; however, these parties receive economic benefit as a result of their participation in the Sphere platform.

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“Sphere isn't just another investment platform – it’s our commitment to democratizing access to sophisticated investment strategies.”