2/15/2024
InvestmentNews

Advyzon takes personalized portfolios further in new TAMP partnership

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The wealth tech provider is teaming up with Nebo Wealth to create an automated end-to-end solution for RIAs. Advyzon, a wealth tech provider focused on independent financial advisors and RIAs, has unveiled a partnership to improve the process of building personalized investment portfolios. Compared to the typical approach of focusing on implementation – through custom indexing and tax management, for example – Nebo Wealth says it goes further with a "multi-period, shortfall optimization engine," which builds portfolios that are designed around clients’ financial goals.
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Scott Hayward

GMO Chief Executive Officer

“The launch of Nebo marks an important next chapter in deepening our relationships with RIAs through investment-led solutions. In recent years we have expanded advisors’ access to GMO strategies by making more GMO funds available on custodial platforms. The introduction of Nebo’s novel approach will help advisors improve their clients’ financial well-being and achieve their financial goals.”

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Do you observe a gap between the Plan and the Portfolio?
89% Yes: 114 RIAs respondents to a 2023 GMO webinar poll
59%
Advisors struggle aligning client’s financial plans with their investment portfolio
~400
Respondents - advisors are telling us the same thing
88%
“Yes” to the “Would you benefit from a more systematic investment process?”
~160
Respondents that know Nebo`s Key Benefit: more systematic investment process
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Nebo is a custom asset management platform that helps you build better portfolios. The key insight is to redefine risk – not as volatility – but as "not having what you need, when you need it."

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