Advyzon
HQ Address
935 W. Chestnut, Chicago, IL 60642, United States
Website Address
Business introduction
Exceptional Technology. Unmatched Service
A comprehensive platform with multiple tools to help RIAs run and scale their firms
Advyzon was founded in 2012 by Hailin Li – former Senior Vice president, Advisor Solutions at Morningstar. Hailin was the chief architect behind Morningstar Office from 2003 to 2010 when he left to branch out on his own and start Advyzon. Our purpose is to provide an intuitive, comprehensive technology for financial advisory firms.
Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing technology for financial advisors. With a continuous focus on product innovation and providing superior service, we strive to be the best value in advisor technology. We are consistently reinvesting in our product and our people; this has enabled us to grow a healthy and successful company while maintaining our commitment to excellent product and service.
Advyzon Solutions
Advyzon
Advyzon is an intuitive, cloud-based platform that combines portfolio management, flexible performance reporting and client portals, client relationship management (CRM), planning, and business intelligence. Designed with a focus on ease of use and user experience, Advyzon partners with investment advisors to help grow their businesses efficiently and profitably. We are......
