Indivisible Partners, an RIA established by former Merill Lynch wealth head John Thiel, has chosen Advyzon as the foundation of its wealth platform.
The Indivisible Partners Wealth platform is a tailored solution designed for partnership between advisors and clients.
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Advyzon is a core advisor platform designed to streamline operations by integrating all aspects of an advisor’s practice into one operating environment. It improves productivity by incorporating built-in workflows as well as through interoperable data flows, stated the tech vendor.
Indivisible Partners provides advisors with a curated set of “advanced” planning tools, open-architecture investment options, and holistic client solutions, enabling them to offer tailored financial advice to clients.
Indivisible Partners executive chairman John Thiel said: “There’s a difference between doing more for a client, and just doing more of the same.
“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.”
Advyzon offers wealth management technology and investment solutions via Advyzon Investment Management (AIM) for independent financial advisors, professionals, and institutions.
Advyzon Investment Management (AIM) CEO Lee Andreatta said: “I started my career at Merrill Lynch and was lucky enough to see the firsthand results of John’s innovation and excellence.
“His all-star team and clear vision of the long-term, entrepreneurial journey of an independent advisor are already reverberating through the marketplace.”
In January this year, Indivisible Partners onboarded Woodring I LeRoy Capital Advisors, a New York firm managing $640m.
