Advyzon, a comprehensive technology platform for financial advisors and investment managers, has announced the integration of financial planning as a new offering, slated for launch in 2026. This strategic expansion includes the appointment of Kevin Hughes, formerly an executive at MoneyGuidePro, as President of Financial Planning, and Tony Leal, co-founder of MoneyGuide, in a strategic advisory role as Executive in Residence.
Hailin Li, founder and CEO of Advyzon, emphasized the company’s vision of “ONE Platform. ONE Solution. ONE User Experience, and ONE Dedicated Team.” Li stated that financial planning will become an integral part of this unified platform, designed to enhance the advisor and client experience and elevate client outcomes. Advyzon aims to offer a cohesive user experience across all functionalities, from prospecting and financial planning to performance reporting and investment management.
Kevin Hughes expressed enthusiasm for his new role, highlighting the opportunity to lead Advyzon’s planning business unit. He noted the thrill of building and embedding an AI-enabled planning experience seamlessly throughout the Advyzon platform. Hughes mentioned that Advyzon clients have been requesting a planning experience that fully integrates with their existing ecosystem, and this initiative will deliver a consistent look and feel for advisors engaging with their technology.
The new financial planning offering from Advyzon is set to include goal-based investing, comprehensive cash flow planning, and innovative “smart conversation” engagement tools. These features will be seamlessly embedded across the Advyzon platform, providing advisors with a consistent and intuitive user experience integrated into every core technology.
Tony Leal, leveraging his extensive experience in shaping financial planning technology, commented on the innovative nature of Advyzon’s approach. He remarked that embedding planning seamlessly into an already powerful all-in-one platform is both innovative and much-needed in the industry. Leal looks forward to contributing as a strategic advisor, supporting Hughes and Li in delivering a unified planning experience to empower advisors.
Advyzon aims to address the common industry challenge advisors face in bridging the gap between planning and implementation. The platform will facilitate a seamless transition from financial planning to investment advice, incorporating proposals and leveraging Advyzon Investment Management’s SMA/UMA solutions and tax transition management within a single unified workflow. Hughes added that tying planning to implementation is a key area of focus, promising a smooth transition for customers.
Advyzon is a unified wealth management platform built on modern, open architecture for financial advisors, wealth management firms, broker-dealers, banks, trusts, and family offices. Founded by CEO Hailin Li, Ph.
D., CFA®, the platform integrates portfolio management, performance reporting, trading, CRM, billing, and document storage. It also offers investment solutions through Advyzon Investment Management (AIM), a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon. AIM, a registered investment adviser with the SEC, provides advisory services to financial advisors for managing client assets, while Advyzon provides technology and administrative support. The company dedicates 50% of its team to engineering and product development, focusing on continuous innovation driven by user feedback. Advyzon serves various market segments with specialized solutions like Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices.
