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  • Advyzon
    Reference Rating
    4.8 / 5.0
    Customer References 16 total
    About

    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 …

  • Jump
    Reference Rating
    4.8 / 5.0
    Customer References 28 total
    About

    Founded in 2022, Jump is an AI assistant and consultant for financial advisors with 20+ AI-powered features that reduce busywork and uncover growth opportunities, with industry-leading compliance built in.

  • Waterlily
    Reference Rating
    4.8 / 5.0
    Customer References 8 total
    About

    Waterlily is building the future of eldercare financial planning tools using AI. Connect with them to help families make better plans for the future! their mission is to empower individuals …

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