Advyzon Partners with iCapital to Boost Investment Strategies

Advyzon Teams Up with iCapital for Enhanced Financial Solutions

Advyzon, a leading technology platform tailored for financial advisors and investment managers, has recently announced a significant partnership with iCapital. This collaboration aims to enrich Advyzon's capabilities, particularly in managing alternative investments and optimizing reporting functionalities for financial advisors and family offices.

Integration of Alternative Investment Strategies

The initial rollout of this partnership will feature seamless data and fund activity integration from iCapital’s exclusive range of alternative investment strategies directly into Advyzon’s portfolio reporting platform. Alongside this, users will experience a streamlined single sign-on (SSO) feature, facilitating effortless navigation from Advyzon to iCapital. Looking forward, enhancements will be made to incorporate iCapital’s user-friendly Document Center into Advyzon’s existing document management system. This integration will not only facilitate efficient access to documents but will also enable timely alerts and task notifications related to capital calls and subscription updates, visible within Advyzon’s comprehensive CRM and dashboard.

Empowering Advisors with Better Reporting

Steve Houston, Managing Director and Co-Head of iCapital Solutions, expressed his enthusiasm about the partnership, stating, "Our innovative collaboration with Advyzon exemplifies our mission to create reliable, modular end-to-end reporting and data management services for all our clients. We’ve created an easier solution that allows Advyzon’s network of advisors and family offices to gain access to this asset class and efficiently aggregate data. Through our partnership and suite of solutions, we’re empowering advisors to make more informed decisions about alternative investments on behalf of their clients, giving them a greater chance of achieving their financial objectives." This statement reflects the core intention of the partnership: to provide advisors with the tools they need to manage alternative assets more effectively.

Launching Auria: A New Offering for Family Offices

The collaboration between Advyzon and iCapital extends to the upcoming launch of Auria, a specialized offering designed for family offices and ultra-high-net-worth (UHNW) clients. Scheduled to roll out in the near future, Auria will merge essential functionalities such as portfolio management, performance analysis, and customer relationship management into a cohesive platform. The integration of iCapital’s investment solutions will help advisors handle the complexities associated with managing alternative investments, providing families with a panoramic view of their overall wealth.

Insights from Advyzon Leadership

Kartik Srinivasan, President of Advyzon Institutional, voiced excitement over the partnership, emphasizing that advisors are increasingly allocating client assets toward alternative investments. He noted, "This partnership with iCapital addresses a key need to aggregate and report on this growing asset class and provide clients with a holistic view of their wealth." This evolution in strategy highlights the shifting landscape where alternative assets are becoming an integral part of wealth management.

About Advyzon

Advyzon stands out as a provider of comprehensive wealth management technology, along with tailored investment solutions via Advyzon Investment Management, LLC (AIM). The platform integrates features like portfolio oversight, customizable performance reporting, trading, rebalancing, and secure document handling into a singular interface. By unifying these capabilities, Advyzon ultimately aims to elevate the advisor experience and streamline operations. The firm, led by CEO Hailin Li, Ph.D., CFA, is committed to delivering innovative solutions that resonate with the aspirations of financial advisors, transforming the way they serve their clients.

Frequently Asked Questions

What does the partnership between Advyzon and iCapital entail?

The partnership focuses on integrating alternative investment strategies from iCapital into Advyzon's platform, enhancing reporting and management tools for advisors.

How will advisors benefit from using the new integration?

Advisors will gain easier access to alternative investment data and reporting tools, allowing them to make more informed management decisions for their clients.

What is Auria?

Auria is a forthcoming product from Advyzon aimed at family offices and UHNW clients, designed to provide a unified platform for investment management.

Who leads Advyzon?

Advyzon is led by CEO Hailin Li, Ph.D., CFA, who drives the company's innovative approach to wealth management technology.

Why are alternative investments important for advisors?

Alternative investments are increasingly seen as vital for portfolio diversification and achieving optimal financial outcomes for clients.

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