New platform allows advisors and clients to benefit from institutional-grade strategies at a low cost
Advyzon Investment Management (AIM), the integrated investment solutions arm of Advyzon, has unveiled Sphere, a new manager-sponsored platform aimed at reshaping how advisors access professionally managed portfolios. At its core, Sphere reflects AIM’s commitment to making sophisticated, institutional-grade strategies more accessible and more affordable — for financial advisors and their clients.
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With zero strategist fees and significantly reduced platform and trading costs, Sphere removes one of the biggest barriers advisors have traditionally faced: the cost of offering clients professionally managed model portfolios. According to Alex Riedel, Managing Director and Head of Client Portfolio Management at AIM, Sphere is more than just another platform. It represents a fundamental shift in access and affordability a step toward truly empowering advisors with institutional-quality investment management tools.
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Lee Andreatta, CEO of AIM, echoed this vision, calling Sphere “a commitment to democratizing access to sophisticated investment strategies.” He believes that by reducing costs and offering cutting-edge capabilities, Sphere will transform how advisors deliver investment outcomes to their clients without being weighed down by high fees or operational burdens.
At launch, Sphere brings together respected names in asset management including Franklin Templeton, Zacks Investment Management, VanEck, Innovator Capital Management, Potomac, and Janus Henderson Investors. These strategists will provide a diverse range of models from traditional investments to tax-sensitive approaches and real assets all curated to help advisors scale their businesses while focusing on client relationships.
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Franklin Templeton’s Sam Marciano emphasized the importance of partnerships in driving success and growth. Their participation in Sphere underscores a shared mission to broaden advisor access to quality investment options that support long-term client goals.
Greg Murphy, Managing Director of National Sales at Zacks Investment Management, shared similar sentiments. He highlighted Advyzon as a standout provider of comprehensive wealth management technology and noted that Sphere delivers an end-to-end solution that will enhance advisor efficiency and access to cost-effective portfolio management.
Sphere complements AIM’s existing offerings, including the award-winning Nucleus Model Marketplace. It reinforces the firm’s goal of enabling advisors to spend less time managing portfolios and more time strengthening client relationships.
With Sphere, AIM continues its mission to transform advisory practices not just by offering better tools, but by removing the obstacles that have historically stood in the way of delivering exceptional outcomes.
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