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.