Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced that it is bringing Andes Risk (Andes), an award-winning risk and behavioral analytics firm founded by Helen Yang, CFA^®, directly into the platform. By incorporating Andes’ patented risk and behavioral methodologies into Advyzon’s native single data model and unified codebase, the enhanced capabilities will elevate the platform’s model marketplace, risk assessment, and future financial planning capabilities. The expanded functionality is expected to surface in 2026.

Helen Yang has joined Advyzon as Executive Vice President and will work closely with the executive and product teams to bring Andes’ intellectual property and methodologies into the platform. Her deep expertise will help drive Advyzon’s roadmap, with the plan of infusing Andes’ capabilities into the Advyzon platform. By natively embedding Andes, Advyzon will continue to stay true to its mission of providing a unified solution with a single data model, single code base, and single client experience.

Yang is widely recognized throughout the wealth management industry for her pioneering work in risk and behavioral finance frameworks and data-driven analytics. With a career spanning over two decades, she works to blend quantitative research with psychological and decision-making insights for advisors to better understand their clients and manage risk more effectively. 

Yang will focus on expanding Advyzon’s behavioral finance and advanced risk assessment tools. She will bring her intellectual capital and behavioral methodologies to improve and enhance Advyzon’s all-in-one platform – reflecting Advyzon’s ongoing commitment to innovation, collaboration, and delivering solutions that help advisors achieve better outcomes for their clients. The goal is to assist financial advisors in understanding and aligning with their clients’ financial attitudes and decision-making patterns. This proven approach is known to help advisors guide clients toward more confident, personalized, and disciplined investing.

“Behavioral finance focuses on clients’ attitudes towards risk and common decision-making biases,” explained Dirk Pearson,COO of Advyzon. “It recognizes that investors are prone to behaviors such as loss aversion, overconfidence, and emotional reactions to market movements. By translating these behavioral aspects into measurable data, Advyzon will help advisors prompt more rational, consistent, and informed client decisions. This risk methodology offers a precise yet approachable way to assess investor risk tolerance and connect it to real investment decisions. By combining this clarity with behavioral insight, we will help advisors elevate conversations about risk and discipline while also enhancing how they analyze portfolios and construct strategies. Helen is the perfect person to lead the charge on this next leg of development at Advyzon.”

Yang’s move to Advyzon – which comes on the heels of announcing Kevin Hughes and Tony Leal (formerly of MoneyGuidePro) joining Advyzon to accelerate the financial planning module within Advyzon – reflects shared values, mutual respect, and a common vision around the future of advisor technology: where innovation, data analytics, and behavioral finance converge to drive meaningful progress across the industry.

“Advyzon stands for independence, innovation, and integrity,” said Yang. “I am so grateful for the opportunity to join this wonderful organization, which will allow me to amplify and accelerate my life’s work. I remain committed to helping advisors and their clients make data-driven decisions using behavioral finance principles that lead to better client relationships and long-term results. I’m thrilled to be a part of this next chapter in Advyzon’s evolution.”