Partnership with a publicly traded global financial services network signals to the market that Advyzon can support any level of firm in any segment.

Advyzon Partners With StoneX Group Inc.’s Global Clearing and Custody Services to Provide Comprehensive Wealth Management Platform

Media Contact:
Jonny Swift
Impact Communications, Inc.
913-649-5009
JonnySwift@ImpactCommunications.org

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a partnership with the Correspondent Clearing division of StoneX Financial Inc., a wholly owned subsidiary of StoneX Group Inc. (“StoneX”; NASDAQ: SNEX). StoneX is an institutional-grade financial services firm that provides global market access, clearing and execution, trading platforms, and more, serving more than 54,000 commercial, institutional, and global payments clients and over 400,000 retail accounts from more than 80 offices across five continents.

StoneX’s Correspondent Clearing division, which provides comprehensive custody and clearing solutions for broker-dealers, investment advisers, and foreign financial institutions, is partnering with Advyzon Enterprise Solutions to bring Advyzon’s full, all-in-one wealthtech platform to StoneX’s introducing broker-dealers and financial advisors. The comprehensive solution, which will be configured to StoneX’s specifications, will include all of Advyzon’s capabilities, including portfolio management, customizable performance reporting, trading and rebalancing, web portals, mobile apps, CRM, billing, and secure document storage, with the option to add on services from Advyzon Investment Management (AIM), which provides investment solutions and access to a robust model marketplace called Nucleus.

“We are continuously working to improve our custody and clearing offering for our client base of US and international financial institutions,” said Roger Shaffer, Managing Director of Correspondent Clearing for StoneX Financial Inc. “As we surveyed the landscape for wealth management platforms, it quickly became evident that Advyzon has the right technical architecture and overall feature set to serve the financial institutions that use our custody and clearing platform. We are very excited to launch our version of Advyzon and to underscore our commitment to deliver what we believe is best-in-class technology and support in order to help our clients succeed.”

“As we continue to accelerate our larger enterprise client base, we are thrilled to be partnering with StoneX Correspondent Clearing to provide their introducing broker dealers and financial advisors with our award-winning platform,” said Dave Goes, President of Enterprise Solutions at Advyzon. “It’s been a terrific collaboration with the StoneX team and we’re eager to grow this solution together. StoneX is a leading global financial services firm, and we couldn’t be more excited to be working with them and their clients.”

This partnership announcement coincides with the one year anniversary of the launch of Advyzon Enterprise. Goes joined the Advyzon team in February 2024, launching the new business unit to expand Advyzon’s presence in aggregators, independent broker-dealers, regional broker-dealers, regional banks, insurance broker-dealers, and other enterprise firms.

“This partnership is our first with a publicly traded company and expands our international market access, and it should be a signal to the industry that we’re capable of supporting any level of firm in any segment,” added Goes. “We’ve been quietly building since the launch of Advyzon Enterprise about a year ago, and we’re incredibly excited for what we have in store for 2025 and beyond!”

To learn more about Advyzon, please click here. To learn more about StoneX, please click here.

ABOUT STONEX GROUP INC.

StoneX Group Inc. (NASDAQ: SNEX), through its subsidiaries, operates a global financial services network that connects companies, organizations, traders, and investors to the global market ecosystem through a unique blend of digital platforms, end-to-end clearing and execution services, high-touch service, and deep expertise. A Fortune 500 company headquartered in New York City, StoneX Group Inc. serves more than 54,000 commercial, institutional, and global payments clients, and over 400,000 retail accounts, from more than 80 offices across five continents. To learn more about StoneX, visit www.StoneX.com.

ABOUT ADVYZON

Advyzon provides comprehensive wealth management technology, as well as investment solutions through Advyzon Investment Management, LLC (AIM), for independent financial advisors, financial professionals, and financial institutions. The Advyzon platform combines portfolio management, customizable performance reporting, trading and rebalancing, web portals, mobile apps, CRM, billing, and secure document storage, along with investment solutions and a model marketplace offered by AIM. Advyzon also provides networking and practice management experience via the annual Advyzon Conference. A team of entrepreneurs led by CEO Hailin Li, Ph.D., CFA ^®, Advyzon strives to innovate in strategic and meaningful ways – developing innovations and integrations fueled by the practical needs of financial advisors. Advyzon’s exceptional technology and service are designed to transform the advisor experience through a single platform. To learn more about Advyzon, visit www.Advyzon.com. To learn more about Advyzon Investment Management (AIM), visit www.AdvyzonIM.com.

yHLsoft Inc., doing business as Advyzon (“Advyzon”) offers an integrated technology platform for financial advisors that includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage, and business intelligence.

Advyzon Investment Management LLC (“AIM”) is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of Advyzon. All references to investment advisory services mentioned are provided by AIM, while some 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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250212865411/en/

“This partnership is Advyzon’s first with a publicly traded company and expands our international market access, and it should be a signal to the industry that we’re capable of supporting any level of firm in any segment.”