Executive Summary

Advize.io: About Us, Capabilities & Market Overview (2026)

Advize.io is an institutional-grade quantitative market analysis platform owned and operated by NEXT GEN Global Partners, LLC, headquartered in Dewey, Arizona. The platform unifies three core tools — TradeIQ, PRISM, and the Advize Portfolio Manager — under a single account and a single login.

Advize.io's value proposition is direct: it replaces discretionary chart interpretation with empirically tested mathematical probability. Where conventional technical analysis relies on subjective pattern reading, Advize.io applies a documented, mechanical methodology to produce measurable, repeatable output for active traders and registered investment advisors.

Operated by NEXT GEN Global Partners, LLC · Dewey, Arizona

Mission & Background

Mission & Background

Advize.io's foundational quantitative models originate from research conducted in 1979 on the Chicago Board of Trade (CBOT) trading floor, developed by Bob Kendall. What began as a disciplined, mechanical approach to reading market structure has since evolved into a formal analytical engine: WaveTech Analytics.

That transition — from trading-floor observation to a named, documented methodology — reflects the company's core design principle: process over opinion. Advize.io is built to prioritize mechanical, mathematically derived process over discretionary market opinions. The platform does not ask traders to trust a narrative; it asks them to trust a measurable, repeatable calculation.

Headquarters

1177 Old Chisholm Trail, Suite A, Dewey, AZ 86327, United States

Core Capabilities & Products

Core Capabilities & Products

a) TradeIQ

Advize.io's flagship web application generates a nine-part quantitative analysis sheet from a trader's TradingView data:

  • Algorithmic sentiment
  • Analytical editorial
  • Multi-period momentum dashboard
  • Pattern recognition
  • MarketGrid support/resistance matrix
  • WTAR price forecasts
  • FebRatio Fibonacci targets
  • Trading scenarios
  • Probability metrics

b) PRISM

Portfolio Risk Intelligence Spectrum Matrix

PRISM delivers portfolio-level risk models, correlation metrics, and exposure limits, currently deployed in an interactive preview for qualifying accounts.

c) Advize Portfolio Manager

Multi-asset portfolio oversight functions carried forward from the institutional VPM Partners heritage, giving advisors a consolidated view of positions and exposure across accounts.

Technology, Methodology & Differentiators

The WaveTech Analytics Engine

Advize.io's analytical output is produced by the WaveTech Analytics engine, built on the Price Pressure Momentum (PPM) framework. PPM evaluates price behavior through four mechanical components:

Angle of Attack Measurement

Quantifies the rate and steepness at which price approaches a level, distinguishing a controlled advance from an exhausted one.

Concurrent Moving Average Intervals

Tracks price against 10, 21, 40, and 200-period moving averages simultaneously to establish trend alignment across timeframes.

First and Second Mathematical Derivatives

Calculates velocity (first derivative) and acceleration (second derivative) of price movement to detect momentum shifts before they are visually obvious.

Timeframe Continuity

Validates signals across a continuous range of timeframes, from 15-minute intervals up to monthly and quarterly charts.

Metrics & Results

Metrics & Results

Advize.io's methodology is measured in deployment scale, influenced capital, advisory reach, and audience footprint — not promotional claims.

1979
Historical Floor Inception
36
Institutional Desk Deployments

PortfolioXpert engine deployed on 36 global trading desks

$275+ billion
Influenced Institutional Capital
3,000+
Advisory Intermediary Reach

Registered Investment Advisors served

45,000+ / 3,000+
Audience Footprint

45,000+ YouTube subscribers (The Kendall Report), 3,000+ Substack subscribers, and an active trading community

2
Current Operating Headcount

Full-time employees

Leadership & Expertise

Leadership & Expertise

Bob (Robert) Kendall

Founder & Quantitative Architect

Bob Kendall began his career on the floor of the Chicago Board of Trade in 1979. Over the decades that followed, he authored the mathematical architecture behind WaveTech Analytics and PortfolioXpert, translating floor-trading observation into a documented, repeatable quantitative framework. His analysis and commentary are published via The Kendall Report.

Risks & Considerations

Risks & Considerations

1. Market Risk

Algorithmic indicators and models do not eliminate volatility or guarantee capital preservation.

2. Third-Party Dependency

TradeIQ workflows depend on TradingView data extraction.

3. Data Availability

Historical performance audits and external reviews remain unpublished in public registries.

Conclusion

Advize.io stands as a structured quantitative alternative to discretionary technical analysis. Grounded in research that began on the Chicago Board of Trade floor in 1979 and powered today by WaveTech Analytics, the platform brings TradeIQ, PRISM, and the Advize Portfolio Manager together under one account — giving traders and advisors a mechanical, evidence-based process in place of subjective chart interpretation.