Advyzon Set to Revolutionize Financial Planning for RIAs in 2026

In 2026, Advyzon, a leading technology provider for Registered Investment Advisors (RIAs) and investment managers, aims to transform the financial planning landscape with its new integrated platform. This multi-faceted approach combines financial planning, portfolio management, and reporting into a seamless, all-in-one wealthtech solution.

Enhancing the Advisor Experience

To drive this initiative forward, Advyzon has appointed Kevin Hughes, formerly of MoneyGuidePro, as its new President of Financial Planning. Alongside him, Tony Leal, a co-founder of MoneyGuide, joins as Executive in Residence. Both bring a wealth of experience and knowledge from the financial planning sector, positioning Advyzon uniquely to meet evolving industry needs.

Unified Platform Vision

Advyzon’s founder and CEO, Hailin Li, emphasized the goal of creating “an integral part of a truly unified platform designed to enhance advisor and client experiences, while improving outcomes.” The vision is to provide a cohesive user experience that spans from prospecting and financial planning through to performance reporting and investment management.

Key Features of the New Planning Solution

Under Hughes’ leadership, the upcoming financial planning solution will introduce:

• Goal-Based Investing: Tailored investment strategies aligned with clients’ specific financial goals.
• Comprehensive Cash Flow Planning: In-depth analysis of cash flow to better support long-term financial health.
• Smart Conversation Tools: Engaging tools that facilitate meaningful dialogues between advisors and their clients.

The Value of a Cohesive Experience

Hughes remarks on the increasing demand from Advyzon’s clients for a planning experience that seamlessly integrates with the technologies they already utilize. “The opportunity is to deliver one look, one feel, and one consistent way for advisors to engage with every aspect of their technology platform,” he states.

Additionally, Leal expressed excitement about fostering a unified planning experience that empowers advisors to serve their clients better. The collaboration aims to tackle common challenges in implementation and planning, bridging the gap for enhanced effectiveness.

Market Trends in Financial Planning Software

Advyzon’s ambitious plans arrive at a time when the market for financial planning software is witnessing significant growth. According to the 2025 T3/Inside Information Software Survey, nearly 84% of advisory firms have adopted financial planning software. This number reflects a rising trend towards comprehensive advice offerings, moving beyond traditional services and incorporating retirement distribution and tax planning into the mix.

Advyzon’s Competitive Edge

Advyzon is recognized as one of the top performers among all-in-one solutions, boasting an impressive user rating of 8.88. In comparison, MoneyGuide, a long-standing competitor, is rated at 8.00. Moreover, Advyzon stands out in both portfolio management and document management.

Conclusion: A Promising Future for Advisors

With the impending launch of its new financial planning capabilities, Advyzon aims to fill a critical gap for advisors by tying planning to implementation. Hughes highlights, “This is an area of passion for me,” ensuring that users benefit from a smooth transition to enhanced functionalities.

As Advyzon prepares for this exciting leap in 2026, it is set to redefine the advisor-client dynamic, offering tools that empower advisors and elevate client experiences. Stay tuned for more updates as Advyzon leads the charge toward a more integrated approach in financial planning.

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