Advyzon Investment Management (AIM) Partners with Nebo Wealth to Create Turnkey, End-to-End Solution
Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon , recently announced a partnership with Nebo Wealth , an award-winning asset allocation and portfolio design platform from global asset manager Grantham, Mayo, Van Otterloo & Co., LLC (GMO).
- Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon , recently announced a partnership with Nebo Wealth , an award-winning asset allocation and portfolio design platform from global asset manager Grantham, Mayo, Van Otterloo & Co., LLC (GMO).
- AIM now powers and serves as a turnkey platform for Nebo Wealth, an end-to-end solution that enables Registered Investment Advisors (RIAs) to streamline and automate the process of delivering personalized portfolios for each and every client at scale.
- “Nebo Wealth represents a leap forward in goals-based wealth management and the future of personalized portfolios,” said Martin Tarlie, Product Lead at Nebo Wealth.
- To learn more about Advyzon Investment Management, please click here .