Comprehensive wealthtech platform plans to launch new capability in 2026

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that financial planning will be a new offering on their platform and that Kevin Hughes, former executive at MoneyGuidePro, has joined as President of Financial Planning. In addition, Tony Leal, co-founder of MoneyGuide, will serve in a strategic advisory role as Executive in Residence.

“At Advyzon, our mission has always been clear: ONE Platform. ONE Solution. ONE User Experience, and ONE Dedicated Team,” said Hailin Li, founder and CEO of Advyzon. “With that vision, financial planning is no longer a different user experience – it becomes an integral part of a truly unified platform designed to enhance the advisor and end client experience and elevate client outcomes. Advyzon is the only platform with ONE cohesive user experience, from prospecting and financial planning to performance reporting and investment management. We’re so excited to welcome Kevin to the Advyzon team and for Tony to serve in an advisory role – they are disruptive forces and we look forward to launching in 2026.”

“After almost two decades in the financial planning technology space, I’m excited to join Advyzon as President of Financial Planning, leading our planning business unit,” said Hughes. “Building and embedding the AI-enabled planning experience seamlessly throughout the Advyzon platform is truly a thrill. Advyzon clients have been asking for a planning experience that fully aligns with the ecosystem they already use every day. The opportunity to deliver one look, one feel, and one consistent way for advisors to engage with every aspect of their technology platform is incredibly unique in our industry.”

Advyzon’s new financial planning offering will bring together goal-based investing, comprehensive cash flow planning, and innovative “smart conversation” engagement tools – all seamlessly embedded across the Advyzon platform. Advisors will experience a consistent, intuitive user experience integrated into every core Advyzon technology.

“I’ve spent my career helping shape financial planning technology, and I’ve seen firsthand how transformative it can be for advisors and their clients,” said Leal. “What Advyzon is building – embedding planning seamlessly into an already powerful all-in-one platform – is both innovative and much needed in our industry. I’m excited to contribute as a strategic advisor, supporting Kevin and Hailin as they deliver a unified planning experience that will empower advisors to better serve their clients.”

Advisors often report struggling to bridge the gap between planning and implementation. Advyzon aims to solve this challenge by delivering a seamless transition from financial planning to investment advice, incorporating proposals while also leveraging Advyzon Investment Management’s SMA/UMA solutions and tax transition management in one unified workflow. “Tying planning to implementation is an area of passion for me, I can’t wait to show how slick and seamless this transition will be for our customers,” said Hughes.

To learn more about Advyzon’s comprehensive suite of offerings, please click here. To learn more about Kevin Hughes, please click here. To learn more about Tony Leal, please click here.

ABOUT ADVYZON

Advyzon is a unified wealth management platform built on modern, open architecture for financial advisors, wealth management firms, broker-dealers, banks, trusts and family offices. Founded by CEO Hailin Li, Ph.D., CFA^®, Advyzon integrates portfolio management, performance reporting, trading, CRM, billing, and document storage within a single source platform, as well as investment solutions through Advyzon Investment Management (AIM). With 50% of its team dedicated to engineering and product development, Advyzon focuses on continuous innovation based on user feedback and industry needs. Advyzon serves various segments of the financial services industry through specialized solutions, including Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices and ultra-high-net-worth clients. For more information, visit www.Advyzon.com and www.AdvyzonIM.com.

AIM is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon (“Advyzon”). All references to investment advisory services are provided by AIM, while technology and administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Professionals employed by Advyzon may refer qualified Advisory Firms to AIM. If a referred Advisory Firm engages AIM's services, the referring professional will receive a referral fee.

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“Financial planning is no longer a different user experience – it becomes an integral part of a truly unified platform designed to enhance the advisor and end client experience and elevate client outcomes.”