Advyzon Selected by Indivisible Partners to Power Wealth Platform

Comprehensive wealthtech solution serves as foundational hub for John Thiel’s recently launched RIA platform

CHICAGO--(BUSINESS WIRE)--Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that it was selected by Indivisible Partners, a privately-owned independent advisory firm, to form the nucleus of its wealth platform.

“There’s a difference between doing more for a client, and just doing more of the same,” said John Thiel, executive chairman at Indivisible Partners. “Advyzon understands that Indivisible Partners is building a place where advisors can show the full extent of their value to the people they serve, without cutting corners in the name of short-term scale.”

A COLLABORATIVE WEALTH PLATFORM DESIGNED FOR GROWTH

To succeed, Indivisible Partners must give advisors a technological framework that the advisor and client can customize together to suit their individual needs. The Indivisible Partners Wealth platform delivers an innovative, highly customizable technology platform purpose-built for collaboration between advisors and clients.

Advyzon, the all-in-one core advisor platform, will serve as that foundational hub. Engineered for efficiency, the system integrates and consolidates all aspects of an advisor’s practice into a single operating environment, enhancing advisor productivity through interoperable data flows and built-in workflows. With full customization for both advisors and clients, advisors can architect a team experience to elevate their practice while creating a highly curated digital experience for clients.

By integrating a hand-picked selection of advanced planning tools, open-architecture investment capabilities and comprehensive client solutions, Indivisible Partners empowers advisors to help clients make quality financial decisions by delivering comprehensive advice tailored to every client. Advisors will benefit right away from the flexibility and support offered by a servant leadership team of industry veterans with extensive operational experience.

“I started my career at Merrill Lynch and was lucky enough to see the firsthand results of John’s innovation and excellence,” said Lee Andreatta, CEO of Advyzon Investment Management (AIM). His all-star team and clear vision of the long-term, entrepreneurial journey of an independent advisor are already reverberating through the marketplace. After an extensive due diligence process, selecting Advyzon as Indivisible’s foundational partner speaks volumes about our shared commitment to excellence. We are honored to provide a custom-built solution to support Indivisible’s technology and investment needs as they scale and grow their business.”

The Indivisible Wealth platform, powered by Advyzon, redefines what’s possible for elite financial advisors serving ultra-high-net-worth and high-net-worth clients. Partnering with Advyzon’s all-in-one, customizable technology, the platform delivers on Indivisible’s purpose – to empower advisors to help clients achieve their desired outcomes through a focus on quality decision-making.

ABOUT ADVYZON

Advyzon provides comprehensive wealth management technology, as well as investment solutions through Advyzon Investment Management, LLC (AIM), for independent financial advisors, financial professionals, and financial institutions. The Advyzon platform combines portfolio management, customizable performance reporting, trading and rebalancing, web portals, mobile apps, CRM, billing, and secure document storage, along with investment solutions and a model marketplace offered by AIM. Advyzon also provides networking and practice management experience via the annual Advyzon Conference. With a team of entrepreneurs led by CEO Hailin Li, Ph.D., CFA®, Advyzon strives to innovate in strategic and meaningful ways – developing innovations and integrations fueled by the practical needs of financial advisors. Advyzon’s exceptional technology and service are designed to transform the advisor experience through a single platform. To learn more about Advyzon, visit www.Advyzon.com. To learn more about Advyzon Investment Management (AIM), visit www.AdvyzonIM.com.

Indivisible and Advyzon Investment Management, LLC (“AIM”) are not affiliated. Statements made by Indivisible in this communication that indicate approval, support, or recommendation of AIM are considered testimonials. These testimonials are made by representative of Indivisible which are current clients of Advyzon and AIM. No cash compensation was paid to these parties for their statements; however, Advyzon and AIM receive compensation from Indivisible for their use of Advyzon’s technology and AIM’s investment management services.

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.

ABOUT INDIVISIBLE PARTNERS

Indivisible Partners is an independent, privately held, wealth advisory firm dedicated to empowering advisors to help clients achieve their desired financial outcomes through a focus on quality decision-making. The firm provides a client-first model that enables select advisors to deliver high-touch, comprehensive wealth advisory services to high-net-worth individuals, families, and institutional clients. Through its expansive suite of client solutions, innovative platform and access to leading insights and support, Indivisible Partners offers a distinctive choice for entrepreneurial advisors looking to elevate their practice. Indivisible Partners is founded by a team of industry veterans with a proven track record of helping advisors grow and transform their practices. Indivisible Partners is headquartered in Clearwater, FL, and operates as a federally registered investment advisor. For more information, visit www.Indivisible.com.

Indivisible Partners, LLC maintains relationships with independent firms such as Advyzon and Advyzon Investment Management to provide custodial or technology services that support our investment management process. These firms are not affiliated with Indivisible Partners, LLC. The names and trademarks of the firms listed are the property of their respective owners. Their inclusion in this document does not imply an endorsement or affiliation with Indivisible Partners, LLC, unless otherwise noted. As a fiduciary, Indivisible Partners, LLC is committed to acting in our clients' best interests, regardless of our business relationships.