Advyzon
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Advyzon - overview
Established
2012
Location
Chicago, IL, US
Primary Industry
Software
About
Founded in 2012 and based in Illinois, US, yHLsoft, Inc. , dba Advyzon, specializes in the implementation, maintenance, and development of financial technology for financial advisors. As of 2022, Hailin Li is the founder and CEO of the company. The company offers features including portfolio management and client reporting; billing; CRM; quantum rebalancing; document management; a client portal and mobile app; a dashboard and business intelligence; and a growth suite.
The firm's integrations include Charles Schwab, TD Ameritrade, Shareholders Service Group, G-Suite, OnRamp Invest, Fi360, and more. Advyzon provides training, a help desk, phone, email, and in-app support services. The enterprise helps new RIAs and breakaways, established firms, and advisor testimonials.
Primary Industry
Software
Sub Industries
e-Financial, Web Applications, Accounting/Finance Software, Analytics & Performance Software, Application Integration Software, Customer Relationship Management
Website
www.advyzon.com
Verticals
FinTech, Mobile Apps
Total Amount Raised
Subscriber access only
Advyzon - employee data
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