Advyzon Deepens Investment Hub with Schwab Fixed Income Strategies

CHICAGO, IL – January 26, 2026 – Advyzon Investment Management (AIM) has announced a significant partnership with Schwab Asset Management, a move that integrates institutional-grade fixed income expertise directly into its wealthtech platform. The collaboration introduces Schwab’s Wasmer Schroeder® Strategies as the first manager-traded offerings on AIM’s Nucleus Model Marketplace, signaling a strategic expansion for both firms and reflecting a powerful trend reshaping the advisory landscape.

Through this arrangement, Schwab Asset Management will oversee the day-to-day trading of its actively managed fixed income portfolios on behalf of advisors using the Advyzon platform. This marks a pivotal moment for AIM, which previously offered its own proprietary laddered bond strategies but is now opening its architecture to external, specialist fixed income managers. The partnership also makes Schwab Model Portfolios, including Core Enhanced ETF and Passive-Active strategies, available within the Nucleus marketplace.

The Evolution of the All-in-One Platform

This collaboration is emblematic of a broader industry shift where wealth management technology platforms are evolving from standalone software tools into comprehensive, integrated investment hubs. For years, financial advisors have grappled with fragmented technology stacks, piecing together separate systems for CRM, performance reporting, and trading. This often leads to data silos and operational inefficiencies.

Advyzon, founded on the principle of creating a unified ecosystem, has positioned itself as a solution to this fragmentation. The firm’s modern, proprietary architecture has garnered high marks from advisors, earning the top spot for its all-in-one solution in the 2024 T3 Advisor Software Survey for the seventh consecutive year. By providing a single platform for an advisor's core functions, the company aims to streamline workflows and free up advisors to focus on client relationships and strategic planning.

The launch of the Nucleus Model Marketplace in 2023 was a key step in this evolution, transforming the platform into a gateway for third-party investment strategies from asset managers like BlackRock, Fidelity, and T. Rowe Price. The addition of manager-traded strategies represents the next logical step.

“This milestone represents a significant evolution in our platform capabilities,” said Lee Andreatta, CEO of AIM. “As our first manager-traded strategies and first outside fixed income provider, the Wasmer Schroeder Strategies expand the breadth and depth of investment solutions available to advisors on our platform. We've built a strong foundation with our own laddered bond strategies, and now we're opening the door to management from leading specialists.”

Outsourcing Complexity in Fixed Income

The decision to debut its manager-traded program with a fixed income specialist is particularly noteworthy. Managing individual bond portfolios is a complex, time-consuming endeavor that requires deep expertise, especially in a fluctuating interest rate environment. Actively managed separately managed accounts (SMAs) offer a vehicle for sophisticated, customized bond exposure, but the operational burden can be significant for independent advisory firms.

Wasmer Schroeder Strategies, with over 35 years of experience, specializes in building and professionally managing fixed income SMAs across the duration, credit, and tax-efficiency spectrum. By having Schwab Asset Management handle the portfolio management and daily trading, Advyzon is effectively offering advisors a turnkey solution to outsource this complexity.

This model aligns perfectly with a growing trend of advisors delegating investment management. According to a recent State Street report, the average allocation to model portfolios within advisory practices has climbed to 39% of AUM, a substantial increase from 32% just three years prior. By outsourcing, advisors gain efficiency, access specialized expertise, and can devote more time to high-value activities like financial planning and client service.

A Strategic Play for Distribution and Access

For Schwab Asset Management, one of the industry’s largest asset managers with approximately $1.6 trillion in discretionary assets, the partnership is a strategic move to broaden its distribution. In the highly competitive world of asset management, gaining placement on prominent, fast-growing wealthtech platforms is crucial for reaching a wider audience of financial advisors.

By integrating its specialized Wasmer Schroeder Strategies and its broader Schwab Model Portfolios into the Advyzon ecosystem, Schwab can seamlessly connect with thousands of advisors who may not have otherwise had direct or efficient access to these offerings. This is especially true for sophisticated fixed income SMAs, which have traditionally been the domain of larger institutions.

“By expanding access of the Wasmer Schroeder Strategies and Schwab Model Portfolios, we’re opening the door for more advisors to utilize institutional quality bond strategies along with models designed to be transparent and easy to understand,” noted Amos Robinson, Managing Director of Wealth and Asset Management Solutions at Charles Schwab. “We’re proud to partner with Advyzon Investment Management to make adoption seamless and scalable.”

This partnership model creates a symbiotic relationship: Advyzon enhances its platform's value proposition and competitive standing against rivals like Envestnet and Orion, while Schwab gains a powerful new distribution channel. Ultimately, the collaboration aims to democratize access to sophisticated investment tools, leveling the playing field for independent advisors and enabling them to construct more robust and diversified client portfolios. As integrations like this become the norm, the line between technology provider and investment partner continues to blur, reshaping the very definition of a modern advisory practice.