Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business.
“Advyzon was a big part of our breakaway. With Advyzon, we gained the confidence we needed to become independent.”
“I enjoyed working with Burford Brothers as they designed their firm, which included a customized tech suite focused on maximizing efficiency.”
“Advyzon has a patient, helpful and understanding team. Even though Advyzon is intuitive to use, it’s really nice to have friendly people helping problem solve.“
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