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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 …
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.
NexJ Systems is a provider of Intelligent Customer Management solutions for the financial services industry. Individually, NexJ Systems’ award winning products use artificial intelligence to improve customer service and increase …
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