Advyzon Investment Management, a turnkey asset management program, announced at the recent T3 Advisor Conference, that the firm is launching its new model marketplace called Nucleus. Nucleus will be fully integrated into the comprehensive, award-winning Advyzon platform built on single source code. Lee Andreatta, CEO and co-founder of Advyzon Investment Management stated, "We're extremely excited to announce the launch of Nucleus, something that has been in the works since we launched AIM in Spring 2022. Adding a model marketplace enhances AIM's TAMP offering and moves Advyzon closer than ever to offering a fully comprehensive solution for financial advisors and investment managers to run their firms." Andreatta and his colleague John Mackowiak, Chief Revenue Officer for Advyzon, shared the news during their T3 main stage session, 'If You Think Your Tech Stack Is Optimized, Think Again: The Benefits of a Comprehensive Solution'. The Nucleus model marketplace is structured for unified managed accounts (UMAs) and will include sleeve-level reporting and trading. Financial advisors will have access to third-party strategists offered in two ways to help their businesses. The first is Advyzon traded, with advisor-built UMAs or pre-set UMA portfolios built by AIM incorporating strategist sleeves and the second is Advisor traded, with Nucleus access available in Advyzon's Quantum Rebalancer – a powerful, in-house trading and rebalancing tool seamlessly integrated into Advyzon's cloud-based platform.
Finsum:Advyzon Investment Management, a turnkey asset management program, recently announced that it is launching its new model marketplace called Nucleus, which is structured for UMAs and will include sleeve-level reporting and trading.