AIM | Comprehensive Portfolio Management

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Service | AIM


Advyzon Investment Management is an extension of your middle and back-office support. Our Service offering consists of a team of trusted professionals available to “insource” the items that take you away from relationship building and revenue generating activities.
 
At AIM you will have easy access to a team of professionals committed to serving you and your team:
Service Desk support within Advyzon, allowing you to easily submit and track requests. Video conference capabilities to connect virtually as part of your team. Email access to your AIM team Direct number to your dedicated service professional that’s familiar with you and your business.
Email access to your AIM team Video conference capabilities to connect virtually as part of your team. Direct number to your dedicated service professional that’s familiar with you and your business. Service Desk support within Advyzon, allowing you to easily submit and track requests.
Custodial liaison Assistance with custodian coordination, freeing up your team’s time to focus on client facing activities. An advocate for you and your clients’ needs. Life cycle completion ofclient paperwork Population and execution of paperwork through digital channels, keeping you informed at every step. Assistance with paperwork requirements and proactive NIGO identification to enhance the client experience and expedite turnaround times. Fact Finding templates and processes to streamline your client onboarding and account opening process. Trading and data reconciliation Portfolio rebalancing with accompanying advisor notification and documentation. Cash generation for one-time and recurring distributions. Ongoing data diagnostics and reconciliation. Billing set-up and execution Proactive reports to keep you informed of your upcoming billing cycle. Client summaries and invoices generated on your behalf. Quarterly billing execution. Reporting Customized performance reporting. Automation and proactive notification of client reports. Business and compliance report generation.
Trading and data reconciliation Portfolio rebalancing with accompanying advisor notification and documentation. Cash generation for one-time and recurring distributions. Ongoing data diagnostics and reconciliation. Billing set-up and execution Proactive reports to keep you informed of your upcoming billing cycle. Client summaries and invoices generated on your behalf. Quarterly billing execution. Reporting Customized performance reporting. Automation and proactive notification of client reports. Business and compliance report generation. Life cycle completion ofclient paperwork Population and execution of paperwork through digital channels, keeping you informed at every step. Assistance with paperwork requirements and proactive NIGO identification to enhance the client experience and expedite turnaround times. Fact Finding templates and processes to streamline your client onboarding and account opening process. Custodial liaison Assistance with custodian coordination, freeing up your team’s time to focus on client facing activities. An advocate for you and your clients’ needs.