The portfolio management technology provider Advyzon announced Friday the integration of risk and behavioral analytics capabilities from Andes Risk.
By incorporating Andes’ patented risk and behavioral methodologies into Advyzon’s native single data model and unified codebase, the enhanced capabilities aim to expand the platform’s model marketplace, risk assessment, and future financial planning capabilities. The expanded functionality is expected to go online in 2026.
Both firms have been recognized as ThinkAdvisor Luminaries award winners for innovation, with Advyzon earning recognition for 2025 and Andes Risk earning recognition in 2022.
As part of the collaboration, Andes Risk Founder and CEO Helen Yang is joining Advyzon as an executive vice president tasked with bringing Andes’ intellectual property and methodologies into practice on the Advyzon platform.
In a statement, Yang said she’s grateful for the opportunity to “amplify and accelerate” her life's work as part of Advyzon.
“Advyzon stands for independence, innovation and integrity,” Yang said. “I remain committed to helping advisors and their clients make data-driven decisions using behavioral finance principles that lead to better client relationships and long-term results. I’m thrilled to be a part of this next chapter in Advyzon’s evolution.”
Dirk Pearson, chief operating officer at Advyzon, said it is important to recognize that investors are prone to behaviors such as loss aversion, overconfidence, and emotional reactions to market movements. That's why the firm is bringing on Yang and her firm's advanced technology.
“By translating these behavioral aspects into measurable data, Advyzon will help advisors prompt more rational, consistent and informed client decisions,” he added. “This risk methodology offers a precise yet approachable way to assess investor risk tolerance and connect it to real investment decisions. … Helen is the perfect person to lead the charge on this next leg of development at Advyzon.”
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