Advyzon Partners With StoneX Group Inc.’s Global Clearing and Custody Services to Provide Comprehensive Wealth Management Platform
Advyzon has announced a strategic partnership with StoneX Financial Inc. (NASDAQ: SNEX), integrating Advyzon's comprehensive wealthtech platform with StoneX's Correspondent Clearing division. The partnership will provide StoneX's introducing broker-dealers and financial advisors access to Advyzon's full suite of services, including portfolio management, performance reporting, trading, and CRM capabilities.
StoneX, serving over 54,000 commercial and institutional clients and 400,000 retail accounts globally, will have a customized version of Advyzon's platform configured to their specifications. The solution includes access to Advyzon Investment Management's model marketplace, Nucleus. This marks Advyzon's first partnership with a publicly traded company and expands their international market presence, demonstrating their capability to support enterprises of any size.
Advyzon ha annunciato una partnership strategica con StoneX Financial Inc. (NASDAQ: SNEX), integrando la piattaforma wealthtech completa di Advyzon con la divisione di Correspondent Clearing di StoneX. Questa partnership offrirà ai broker-dealer introduttori e ai consulenti finanziari di StoneX l'accesso all'intera gamma di servizi di Advyzon, tra cui gestione del portafoglio, reportistica sulle performance, trading e capacità CRM.
StoneX, che serve oltre 54.000 clienti commerciali e istituzionali e 400.000 conti retail a livello globale, avrà una versione personalizzata della piattaforma di Advyzon configurata secondo le loro specifiche. La soluzione include l'accesso al marketplace di modelli di Advyzon Investment Management, Nucleus. Questo segna la prima partnership di Advyzon con un'azienda quotata in borsa e amplia la loro presenza nel mercato internazionale, dimostrando la loro capacità di supportare imprese di qualsiasi dimensione.
Advyzon ha anunciado una asociación estratégica con StoneX Financial Inc. (NASDAQ: SNEX), integrando la completa plataforma wealthtech de Advyzon con la división de Correspondent Clearing de StoneX. La asociación proporcionará a los corredores-dealers presentadores y asesores financieros de StoneX acceso a toda la gama de servicios de Advyzon, que incluye gestión de carteras, informes de rendimiento, trading y capacidades de CRM.
StoneX, que atiende a más de 54,000 clientes comerciales e institucionales y 400,000 cuentas minoristas a nivel mundial, tendrá una versión personalizada de la plataforma de Advyzon configurada según sus especificaciones. La solución incluye acceso al mercado de modelos de Advyzon Investment Management, Nucleus. Esta es la primera asociación de Advyzon con una empresa cotizada en bolsa y amplía su presencia en el mercado internacional, demostrando su capacidad para apoyar a empresas de cualquier tamaño.
Advyzon은 StoneX Financial Inc. (NASDAQ: SNEX)와 전략적 파트너십을 발표하며 Advyzon의 종합 wealthtech 플랫폼을 StoneX의 Correspondent Clearing 부문과 통합했습니다. 이 파트너십은 StoneX의 소개 브로커-딜러 및 금융 자문가에게 Advyzon의 전체 서비스 제품군, 즉 포트폴리오 관리, 성과 보고, 거래 및 CRM 기능에 대한 접근을 제공합니다.
StoneX는 전 세계적으로 54,000명 이상의 상업 및 기관 고객과 400,000개의 소매 계좌를 보유하고 있으며, Advyzon의 플랫폼을 그들의 사양에 맞게 구성한 맞춤형 버전을 갖게 됩니다. 이 솔루션은 Advyzon Investment Management의 모델 시장인 Nucleus에 대한 접근을 포함합니다. 이는 Advyzon이 상장 기업과 체결한 첫 번째 파트너십이며, 그들의 국제 시장 존재감을 확장하고 모든 규모의 기업을 지원할 수 있는 능력을 보여줍니다.
Advyzon a annoncé un partenariat stratégique avec StoneX Financial Inc. (NASDAQ: SNEX), intégrant la plateforme wealthtech complète d'Advyzon avec la division Correspondent Clearing de StoneX. Ce partenariat fournira aux courtiers-dealers introducteurs et aux conseillers financiers de StoneX un accès à l'ensemble des services d'Advyzon, y compris la gestion de portefeuille, le reporting de performance, le trading et les capacités CRM.
StoneX, qui sert plus de 54 000 clients commerciaux et institutionnels et 400 000 comptes de détail dans le monde, disposera d'une version personnalisée de la plateforme d'Advyzon configurée selon ses spécifications. La solution comprend l'accès au marché de modèles d'Advyzon Investment Management, Nucleus. Cela marque le premier partenariat d'Advyzon avec une entreprise cotée en bourse et élargit sa présence sur le marché international, démontrant sa capacité à soutenir des entreprises de toutes tailles.
Advyzon hat eine strategische Partnerschaft mit StoneX Financial Inc. (NASDAQ: SNEX) angekündigt, die die umfassende Wealthtech-Plattform von Advyzon mit der Correspondent Clearing-Abteilung von StoneX integriert. Die Partnerschaft wird den einführenden Broker-Dealern und Finanzberatern von StoneX Zugang zu dem gesamten Dienstleistungsangebot von Advyzon bieten, einschließlich Portfoliomanagement, Leistungsberichterstattung, Handel und CRM-Funktionen.
StoneX, das über 54.000 kommerzielle und institutionelle Kunden sowie 400.000 Einzelhandelskonten weltweit bedient, wird eine angepasste Version der Advyzon-Plattform erhalten, die nach ihren Spezifikationen konfiguriert ist. Die Lösung umfasst den Zugang zum Modellmarktplatz von Advyzon Investment Management, Nucleus. Dies ist Advyzons erste Partnerschaft mit einem börsennotierten Unternehmen und erweitert ihre internationale Marktpräsenz, was ihre Fähigkeit zeigt, Unternehmen jeder Größe zu unterstützen.
- Partnership expands market reach to StoneX's extensive client base of 54,000 commercial clients and 400,000 retail accounts
- Integration provides additional revenue stream through StoneX's global network across 80 offices
- Strategic alliance with publicly traded company enhances Advyzon's market credibility
- None.
Insights
This strategic partnership marks a significant expansion of StoneX's wealth management capabilities, potentially creating multiple revenue streams and competitive advantages. The integration of Advyzon's comprehensive wealthtech platform with StoneX's global clearing and custody services addresses several key market dynamics:
Strategic Value Drivers:
- The partnership enhances StoneX's service offering to their 54,000+ commercial and institutional clients, potentially increasing revenue per client through expanded technology services
- Advyzon's full-stack solution includes critical components like portfolio management, trading, and CRM, enabling StoneX to offer a more competitive, integrated solution to broker-dealers and advisors
- The international reach of StoneX, spanning 80+ offices across five continents, provides significant scaling opportunities for the integrated platform
Market Positioning Impact:
- This move positions StoneX more competitively in the wealth management technology space, where integrated platforms are increasingly preferred over fragmented solutions
- The partnership could accelerate StoneX's market penetration in the wealth management sector, particularly among mid-sized and larger institutions seeking comprehensive technology solutions
- The customization capabilities for StoneX's specifications suggest a strategic focus on enterprise-level clients, potentially leading to higher-margin business opportunities
Revenue Implications:
- The integration creates potential for increased recurring revenue through technology service fees
- Cross-selling opportunities across StoneX's existing client base could drive organic growth
- The addition of Advyzon Investment Management's model marketplace provides another revenue stream through investment solution offerings
This partnership represents a strategic evolution in StoneX's business model, moving beyond traditional clearing and custody services to become a more comprehensive financial technology provider. The timing aligns with industry trends toward integrated wealth management platforms, potentially positioning StoneX for increased market share in the rapidly evolving wealthtech space.
Partnership with a publicly traded global financial services network signals to the market that Advyzon can support any level of firm in any segment.
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
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/
Media Contact:
Jonny Swift
Impact Communications, Inc.
913-649-5009
JonnySwift@ImpactCommunications.org
Source: Advyzon
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