Advyzon, a leading unified wealth management technology platform for financial advisors and investment managers, announced a strategic integration with award-winning risk and behavioral analytics firm Andes Risk, bringing Andes’ patented risk insights, model analytics and behavioral finance methodologies directly into Advyzon’s platform to elevate its risk assessment, model marketplace and future financial planning capabilities, with the expanded functionality expected to roll out in 2026; Helen Yang, CFA® founder of Andes Risk, has joined Advyzon as Executive Vice President to lead the integration effort and work closely with Advyzon’s executive and product teams to infuse Andes’ intellectual property and methodologies into the platform
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Reinforcing Advyzon’s commitment to innovation and helping advisors better understand and align with clients’ financial attitudes and decision-making patterns so they can guide more confident, personalized and disciplined investing outcomes; Yang said, “I am so grateful for the opportunity to join Advyzon, which will allow me to amplify and accelerate my life’s work. I remain committed to helping advisors and their clients make data-driven decisions using behavioral finance principles,” and Advyzon COO Dirk Pearson noted that by translating behavioral aspects such as loss aversion, overconfidence and emotional reactions into measurable data, the platform will help advisors prompt more rational, consistent and informed client decisions; the move complements Advyzon’s broader mission of delivering a unified solution with a single data model, single code base and single client experience, and follows recent strategic hires to accelerate Advyzon’s financial planning module, reflecting shared values and a vision where innovation, data analytics and behavioral finance converge to drive progress across advisor technology.