Advyzon, which bills itself as a comprehensive tech platform for advisors and investment managers, announced today that it has launched a turnkey asset management platform (TAMP).

The new offering, Advyzon Investment Management (AIM), will reside within Advyzon’s single source-code platform and allow advisors to outsource functions like investment selection, portfolio and model allocations, reporting, rebalancing and some mid/back-office services, according to a company press release.

AIM will launch with risk-based models using passive and active mutual funds and ETFs, a tax-sensitive ETF-only solution, an ESG active and passive model, and alternative model and direct-indexing capabilities. The platform will also include some tax-optimization and tax-loss harvesting capabilities.

Additional capabilities will be launched in the months to come, according to the press release.

AIM will also include a personalized service model for advisors—each advisor client will be assigned a service team that will take the time to understand the client's business and handle much of the account activity, including account opening, billing, reporting, trading, data reconciliation and work as liaison to the account custodian.

Advyzon claimed that AIM was launched after the firm measured the sentiment of its advisor client base via consultative conversations and a survey.

AIM’s leadership team will consist of CEO Lee Andreatta, CIO Brian Huckstep and COO Meghan Holmes.