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Current company Advyzon
Financial Services · 132 employees · Chicago, Illinois, United States
In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive technology platform. Our unified platform uses single source code to create a seamless user experience. Advyzon is a highly configurable platform that combines portfolio management, a model marketplace, client reporting, billing, rebalancing, CRM, document storage, and a client portal, plus complimentary investment management services, into a single command center, eliminating repetitive data entry, manual workflows, and friction-filled day-to-day experiences.
Advyzon Investment Management LLC ("AIM") is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon ("Advyzon"). All references to investment advisory services mentioned in any correspondence are provided by AIM, while technology and some 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.
Social Media Disclosure Details: https://engage.advyzon.com/socialmediapolicy