Lee Andreatta is CEO of Advyzon Investment Management (AIM), a seamlessly unified investment solutions platform within the comprehensive wealthtech platform Advyzon. AIM recently launched Sphere, a manager-sponsored platform providing a curated hub of professionally managed portfolios, allowing advisors and clients to benefit from institutional-grade models and investment strategies with zero strategist fees. Sphere is designed to help advisors achieve scale with sophisticated, professionally managed model portfolios from industry-leading strategists. AIM also introduced its Tax Optimization Framework, leveraging a sophisticated tax overlay approach to enhance after-tax returns. At the core is AIM’s transition optimization engine, streamlining tax transition strategies to minimize liabilities during portfolio changes.