Advyzon, a leading all-in-one technology and portfolio management platform for financial advisors and investment managers, has announced a strategic integration of Andes Risk, an award-winning firm specializing in risk and behavioral analytics. The move brings Andes’ patented methodologies directly into Advyzon’s platform, strengthening its model marketplace, risk analysis, and future financial planning capabilities, with expanded functionality expected to roll out in 2026.
As part of the initiative, Andes Risk founder Helen Yang, CFA®, has joined Advyzon as Executive Vice President. In this role, Yang will work closely with the executive and product teams to embed Andes’ intellectual property into Advyzon’s unified platform architecture. By natively incorporating these capabilities into a single data model and codebase, Advyzon aims to deliver deeper insights without adding complexity for advisors or their clients.
“I am so grateful for the opportunity to join Advyzon, which will allow me to amplify and accelerate my life’s work. I remain committed to helping advisors and their clients make data-driven decisions using behavioral finance principles.”
Yang is widely recognized across the wealth management industry for her pioneering work in combining quantitative risk analysis with behavioral finance. With more than two decades of experience, she has focused on helping advisors better understand how psychological factors influence investor decision-making and portfolio outcomes.
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Under her leadership, Advyzon plans to enhance its behavioral finance tools and advanced risk assessment capabilities. The goal is to help advisors align investment strategies with clients’ financial attitudes, risk tolerance, and decision-making patterns—an approach shown to support more disciplined, confident investing over time.
“Behavioral finance focuses on clients’ attitudes towards risk and common decision-making biases,” said Dirk Pearson, COO of Advyzon. He added that translating these behaviors into measurable data allows advisors to guide more rational, consistent decisions while improving portfolio construction and client conversations.
Yang’s appointment comes after recent senior hires to boost Advyzon’s financial planning roadmap. These actions highlight Advyzon’s vision for the future of advisor technology. It blends innovation, advanced analytics, and behavioral insight. This approach helps advisors achieve better outcomes and build stronger client relationships.
