Dynamic Portfolio Strategies Models Now Available on Advyzon’s Investment Management Platform

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YOUNGSTOWN, Ohio--(BUSINESS WIRE)--Oct 14, 2025--

Dynamic Portfolio Strategies (DPS), a leading investment research company and provider of algorithmic investment models, today announced the integration of its model suite onto the Advyzon Investment Management platform (AIM). The partnership makes DPS's research-driven investment strategies available through Nucleus, AIM's model marketplace, while also providing advisors enhanced trading capabilities and streamlined implementation.

The integration brings four institutional-caliber DPS models to AIM users:

• CORE ETF Growth Model
• S&P 500 Stock Model
• Nasdaq 100 Stock Model
• CORE Income Portfolio Model

"Our collaboration with AIM adds valuable new functionality by bringing trading capabilities to DPS models for the first time," said Kate Lindenberg, Vice President at DPS. "By combining our performance-driven models with AIM’s execution and technology, advisors receive an integrated solution to manage portfolios more efficiently and serve clients more effectively."

This partnership also addresses a growing demand among financial advisors for flexible, technology-enabled investment solutions. Through the AIM platform, advisors can implement DPS models while maintaining their established client relationships and operational processes. The integration also provides real-time portfolio management capabilities and comprehensive reporting tools.

“We are incredibly excited to partner with DPS. They have built an outstanding service for their clients, and we believe this partnership elevates that value even further. By combining DPS’s model expertise with AIM’s turnkey trading, rebalancing, and cash management, we can help advisors free up time to focus on deepening client relationships and growing their businesses” said Mike Ursitti, Executive Vice President, Advyzon Investment Management.

The DPS suite available on AIM includes strategies tailored to a range of risk profiles and investment objectives. The CORE ETF Growth Model emphasizes long-term capital appreciation across global markets, while the S&P 500 and Nasdaq 100 Stock Models provide tactical exposure to U.S. equities through active management of individual securities. The CORE Income Portfolio Model is designed for stability and consistent income generation through a diversified mix of fixed-income assets.

About Dynamic Portfolio Strategies

Founded in 2007 by Charlie White, DPS developed its proprietary trading algorithms in response to the limitations of traditional buy-and-hold strategies observed during the 2001-2002 bear markets. The firm has since built a reputation for delivering institutional-quality active management to advisors —offering key advantages during periods of volatility, economic uncertainty, and shifting monetary policy.

Unlike static, long-term allocation strategies, DPS portfolios dynamically adjust based on short- to intermediate-term market outlooks. This flexibility allows advisors to capitalize on emerging opportunities, while reducing exposure to lagging sectors. At the same time, the models incorporate risk management tools designed to help mitigate downside risk during bear markets, recessions, or sudden market shifts.

In an environment marked by fast-moving headlines, geopolitical tensions, and shifting monetary policy, the ability to pivot is more important than ever. DPS helps advisors stay nimble, protect capital, and enhance performance when markets are anything but predictable.

About Advyzon and Advyzon Investment Management (AIM)

Advyzon is a unified wealth management platform built on modern, proprietary architecture for financial advisors, wealth management firms, broker-dealers, and family offices. Founded by CEO Hailin Li, Ph.D., CFA®, Advyzon integrates portfolio management, performance reporting, trading, CRM, billing, and document storage within a single source platform, as well as investment solutions through Advyzon Investment Management (AIM). With 50% of its team dedicated to engineering and product development, Advyzon focuses on continuous innovation based on user feedback and industry needs. Advyzon serves various segments of the financial services industry through specialized solutions, including Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices and ultra-high-net-worth clients. For more information, visit www.Advyzon.com and www.AdvyzonIM.com.

AIM is a registered investment adviser registered with the United States Securities and ExchangeCommission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon (“Advyzon”). All references to investment advisory services are provided by AIM, while technology and administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Professionals employed by Advyzon may refer qualified Advisory Firms to AIM. If a referred Advisory Firm engages AIM's services, the referring professional will receive a referral fee.

DPS and AIM are not affiliated. Statements made by DPS representatives in this communication that indicate approval, support, or recommendation of AIM are considered endorsements. No cash compensation was paid to these representatives for their statements; however, AIM receives economic benefit from its strategic relationship with DPS.

View source version on businesswire.com:https://www.businesswire.com/news/home/20251014978655/en/

CONTACT: Media

Kate Lindenberg, Vice-President

Dynamic Portfolio Strategies

[email protected]

330-727-7712

KEYWORD: UNITED STATES NORTH AMERICA OHIO

INDUSTRY KEYWORD: ASSET MANAGEMENT PROFESSIONAL SERVICES FINANCE

SOURCE: Dynamic Portfolio Strategies

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PUB: 10/14/2025 09:00 AM/DISC: 10/14/2025 09:03 AM

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