Advyzon Achieves Major Company Milestone: 500 Clients in Five Years

Actualizado el 14 de mayo, 2019 - 15.00hs.

Advyzon Achieves Major Company Milestone: 500 Clients in Five Years

PR Newswire

CHICAGO, May 14, 2019 /PRNewswire/ -- Advyzon, an all-in-one, cloud-based financial advisor technology platform, today announced that it has reached the 500 client landmark after only five years serving advisors.

Advyzon (PRNewsfoto/Advyzon)

During Advyzon's first five years, the firm has experienced 100% year-over-year growth and has maintained the highest client satisfaction in the industry for two consecutive years, according to the T3 Technology Survey. The firm attributes this success to its advanced technology solutions, strong client relations and frequent product updates to address the needs of advisors. Advyzon provides the 500+ wealth management firms that use its platform with a CRM, client reporting capabilities, billing, document management, a client portal, and more.

"When we first started building Advyzon in 2012, our mission was clear: provide advisors with a true all-in-one platform. A solution that allows advisors to run their entire practice without having to toggle between different platforms," said Hailin Li, CEO of Advyzon. "With every update, we push further towards achieving this goal – we are incredibly proud to be serving over 500 firms and look forward to sharing Advyzon with even more advisors as we continue our impressive growth."

"Since we joined Advyzon in early 2018, our level of client service has been truly remarkable, and the technology itself has been frequently enhanced," said Jim McBride, principal at The McBride Group, an investment management firm based in Petaluma, CA. "At our firm, we truly feel that Advyzon understands our business and has worked to significantly improve the services that we are able to offer to our clients."

Over the past six months, Advyzon has announced custodial integrations with the Schwab OpenView Gateway® and the TD Veo One New Account Opening Wizard, as well as platform integrations with both  Riskalyze and Right Capital. Advyzon was also named to SourceMedia's list of 2019 Best Fintechs to Work For; the firm attributed this win to its strong sense of community among employees and its focus on highlighting and rewarding team members for outstanding work. For more information on Advyzon, please visit

About Advyzon

Advyzon is a Chicago-based advisor technology platform founded in 2012. Led by a dedicated and committed team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors, Advyzon is 100% cloud-based and includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all the key capabilities a firm needs to grow their business profitably, Advyzon helps advisors streamline their operations so they can focus on growing their practice. Please visit to learn more.

Cision View original content to download multimedia:

SOURCE Advyzon


Lo más leído »


Hola Invitado