In addition to award winning technology and customer service accolades as its foundation, AIM offers a robust selection of proprietary model portfolios, trading and back/mid-office service solutions alike. Contact us for a demo today! (844) 340-1898 sales@advyzonim.com “We view financial advisors as champions in their respective communities,” expressed Andreatta. “They’re supporters of local sports team and advertisers on the back of church bulletins, they act as financial mentors who take the time to educate the populace, and they serve a critical role in our society. They help solve aspirational issues related to retirement and education planning, as well as truly difficult issues relating to divorce, incapacitation, and death. As such, anything we can do to help financial advisors better perform in this capacity is our mission.”