Advyzon provides technology for portfolio management, reporting, billing, rebalancing, CRM and client portals.
Advyzon supplies adviser software for reporting, billing, CRM, document management, rebalancing and portals. Related Auria expressly targets family offices and UHNW wealth managers. Advyzon Investment Management is a separate adviser-facing advisory subsidiary, not direct retail advice.
Advyzon's core adviser platform brings together portfolio reporting, billing, CRM, secure documents, rebalancing, client portals and planning tools. Related Auria says it evolved from the Advyzon platform and is tailored for the complex wealth of UHNW clients and family offices, including single-family offices moving beyond spreadsheets and custom tools.
The legal relationship matters. Advyzon's site says yHLsoft Inc. does business as Advyzon, while Advyzon Investment Management LLC is its wholly owned SEC-registered investment-adviser subsidiary. It states AIM's advisory services are available to financial advisers for managing client assets, and it does not advise retail investors directly. Auria should be evaluated as a separate product proposition.
A family office should clarify which product and legal entity it contracts with, required integrations, data access, pricing and implementation. Advyzon publishes sales and support contacts, while Auria offers a demo. Leadership spans the core technology business and the separate AIM advisory subsidiary.
Auria's own site names single-family offices, UHNW-focused wealth managers and institutions as target users. It frames the problem as fragmented wealth data and disconnected systems, rather than promising investment performance. The Advyzon product menu separately lists reporting, billing, rebalancing, planning, secure documents and a client portal. A buyer should distinguish which functions are in Auria and which belong to the adviser product or AIM mandate.
Auria's family-office page describes consolidated reporting and billing across accounts and entities; Blueprint entity and ownership mapping; relationship tasks and workflows; version-controlled documents with role-based access; and a branded family portal. It also describes alternatives onboarding, historical backfill, reconciliation and maintenance, plus balance-sheet and net-worth tracking across marketable securities, real estate, partnerships, alternatives and collections. These are Auria product claims, not automatic entitlements in every core Advyzon subscription or AIM advisory mandate.
Advyzon identifies Chicago as its headquarters. Hailin Li is CEO; John Mackowiak is Chief Revenue Officer; Dirk Pearson is Chief Operating Officer; and Shane Young is Chief Financial Officer. Dave Goes leads Enterprise Solutions and Kartik Srinivasan is President of Advyzon Institutional. Lee Andreatta is identified specifically as CEO and co-founder of AIM. Sales and support contacts are published, with a dedicated service-team approach spanning onboarding, training and daily questions. Auria separately publishes Auria@Advyzon.com and sales/support telephone routes. A buyer should confirm product licence, data-source coverage, managed alternatives responsibilities, export permissions, implementation scope and current pricing.
Sources checked 2 November 2026: Platform and legal-entity disclosures; Leadership; Auria product overview; Auria family-office capabilities.
Watch-outs. Core Advyzon technology, Auria family-office software and AIM advisory services have distinct scopes. Vendor-described features do not establish every integration, licence entitlement, security certification or service-level guarantee..
Advisory firms and family offices; evaluate Auria separately from the core adviser platform and AIM.
Advyzon sales (844) 829-0039, support (312) 585-8393 and Sales@Advyzon.com. Auria publishes Auria@Advyzon.com with the same telephone routes. Contractual response times require confirmation.
Demo and dedicated service-team approach covering onboarding, training and ongoing questions. Confirm exact product, data migration, managed-alternatives scope, contractual timing and responsibilities.
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