With a new planning platform set for 2026, Advyzon seeks to streamline workflows for RIAs by integrating financial planning, portfolio management, and reporting.
Advyzon, a technology provider for RIAs and investment managers, is set to introduce a financial planning component to its platform in 2026, expanding its all-in-one wealthtech offering.
The company also announced the addition of Kevin Hughes, formerly of MoneyGuidePro, as president of financial planning, and Tony Leal, MoneyGuide co-founder, as executive in residence.
In a statement published Wednesday, founder and chief executive Hailin Li said the goal is to make financial planning “an integral part of a truly unified platform designed to enhance the advisor and end client experience and elevate client outcomes.”
Advyzon aims to deliver “one cohesive user experience, from prospecting and financial planning to performance reporting and investment management,” Li said in the announcement.
Hughes, who brings nearly two decades of experience in financial planning technology, will lead the planning business unit.
“Advyzon clients have been asking for a planning experience that fully aligns with the ecosystem they already use every day,” Hughes said. He added that the opportunity is to deliver “one look, one feel, and one consistent way for advisors to engage with every aspect of their technology platform.”
The new planning solution is expected to feature goal-based investing, comprehensive cash flow planning, and “smart conversation” engagement tools, all embedded within Advyzon’s platform.
Leal, who will serve as a strategic advisor, said he is “excited to contribute as a strategic advisor, supporting Kevin and Hailin as they deliver a unified planning experience that will empower advisors to better serve their clients.”
Moneyguide was acquired by Envestnet for a reported $500 million back in 2019. In 2022, Leal was appointed as Envestnet’s head of wealthtech, a new role created as part of a broader reorganization at the time, but he ultimately stepped down from the position in January 2023. He left Envestnet that December, as did Hughes, according to their respective LinkedIn profiles.
Envestnet was acquired last year in a $4.5 billion take-private transaction by Bain Capital and Reverence.
Advyzon’s move comes as the market for financial planning software continues to grow. According to the 2025 T3/Inside Information Software Survey, nearly 84% of advisory firms now use financial planning software, a figure that has edged higher in recent years. The survey also notes that the adoption of planning-related fintech tools, including retirement distribution and tax planning, has increased, with more advisors offering comprehensive advice compared to just a few years ago.
MoneyGuide, eMoney, and RightCapital remain among the most widely used planning solutions, with MoneyGuideElite earning an 8.00 user rating out of 10. Advyzon, meanwhile, is recognized as a top performer among all-in-one solutions, with an 8.88 user rating, and also stands out in portfolio management and document management categories.
With the new financial planning capability, Advyzon is aiming to address a persistent challenge for advisors: bridging the gap between planning and implementation. Hughes said tying planning to implementation is “an area of passion for me,” and that the company is focused on delivering a seamless transition for users.
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