Lifeworks Advisors Acquires Aimvest Technologies - Innovative Risk Profiling Technology Developer

Published May 04 2021 at 1:00 PM GMT
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  • GRAND RAPIDS, Mich., May 4, 2021 /PRNewswire-PRWeb/ --?Lifeworks Advisors, a fast-growing independent RIA firm, announced today that the company has acquired Aimvest Technologies, an innovative financial technology development company.
  • Aimvest's technology will be integrated into the Lifeworks Advisor platform to dynamically create custom investment portfolios for clients based on their unique financial planning data and changing life events.
  • The Lifeworks Advisors' new investment platform will be smart, scalable and dynamic, providing clients with real-time adjustments to portfolios to protect assets during down markets while maximizing the probability of each client successfully achieving their goals.
  • "As practicing financial advisors ourselves, we were not able to find a usable risk profiling tool that was comprehensive and dynamic enough to facilitate clients' financial plans, attitudes, and changing circumstances," said Ron Bullis, CEO of Lifeworks Advisors.
  • "Traditional risk tolerance exercises in wealth management are typically academically based and result in static portfolio recommendations which just don't work in the real world.




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  • Published May 4, 2021 1:00 PM GMT