Advyzon Wealth Platform and AIM TAMP

Advyzon, the trade name of yHLsoft Inc., is a wealth management technology company serving RIAs, enterprise firms and family offices, with phone contact numbers using the +1 code. Its investment arm, Advyzon Investment Management LLC, is an SEC-registered investment adviser. It targets firms that want an all-in-one platform for portfolio management, billing, CRM and managed portfolios.

The advisor platform covers reporting, billing, CRM, document management, rebalancing, client portal and mobile app, planning, alternatives and Advyzon AI. The investment platform adds managed portfolios, a model marketplace, outsourced CIO services, a personalized index engine and tax optimization, and Enterprise Solutions for aggregators, broker-dealers, wirehouses and bank trusts. In April 2026 Citi Wealth selected it for a global UMA program.

• Portfolio management: reporting, billing, rebalancing and secure document management.
• CRM and client portal: relationship management with client portal and mobile app.
• Planning and alternatives: financial planning, goals-based investing and alternatives support.
• AIM managed portfolios: model marketplace, outsourced CIO services and partnered trading.
• Personalized indexing: personalized index engine with tax optimization.
• Enterprise Solutions: platform for aggregators, broker-dealers, wirehouses and bank trusts.

Private banking units in Vietnam serving high-net-worth clients with offshore holdings could use the UMA model as a reference for one-account, one-fee advisory programs. Regional wealth managers could study its enterprise TAMP offering for multi-jurisdiction rollouts.

One platform covers reporting, billing, CRM, rebalancing and managed portfolios. Enterprise Solutions and AIM support multi-currency and multi-jurisdiction UMA programs, as shown by the Citi Wealth selection. AI features are embedded in the platform. The company says it is trusted by more than 2,500 wealth management firms.

Global banks are consolidating advisory investments into single multi-currency managed accounts, as the Citi Wealth program across North America, LATAM, EMEA and APAC illustrates. Vietnamese and Southeast Asian private banks serving cross-border clients are evaluating similar unified account structures.

Trade name of yHLsoft Inc. AIM is an SEC-registered investment adviser and a wholly owned subsidiary. Citi Wealth agreement announced 21 April 2026 with first rollout phase in Q4 2026. Site cites #1 client satisfaction for all-in-one platforms in the 2026 T3 / Inside Information survey.