| New RIAs and Breakaways | Advyzon
Independent technology supporting you while you gain independence.
Congratulations on achieving independence! Advyzon started the same way in 2012. Since then, we’ve created a comprehensive platform that includes most, if not all, of the technology you’ll need to run your new business. Put simply, Advyzon takes technology shopping from overwhelming to easy.

Advyzon’s comprehensive suite of tools includes:

Business Intelligence Growth Tools Digital Onboarding Compliance Tools Reliable Data Flexible Billing Automated Workflows Client Reporting Robust CRM
Robust CRM Client Reporting Automated Workflows Flexible Billing Reliable Data Compliance Tools Digital Onboarding Growth Tools Business Intelligence
Take this opportunity to make your own decisions about how you want to run your practice. With Advyzon, you have options to customize the look, feel, and functionality of your technology at no extra cost. From our white labeled client portal and reporting, to our tailor-made client onboarding, Advyzon gives you all of the tools you need to catalyze your practice growth. Onboarding with our client service team is simple and our white glove approach ensures that learning your technology does not impede your growth.

As you make your decisions about technology for your new practice Consider Some of These Key Questions to Evaluate Partners:

As you make your decisions about technology for your new practice Consider Some of These Key Questions to Evaluate Partners:

1.Does the cost make sense for my business model? 2.Do I get the support I need as I learn a new technology? What about further down the line? 3.Does the company continue to invest and progress in development? 4.Will I be happy with the pricing model as I grow and achieve success? 5.Are their current clients and partners happy to be working with them?
Advyzon has the clear ability to revolutionize the financial services industry and level the playing field for all.
Reports are clean and my clients like them better than any I previously used. It has one of the most robust portfolio reporting systems I have ever run into.
Advyzon does a lot of things really well: the billing process, reporting, continued feature enhancement, communication of product changes, service and support.
Advyzon is very quick and easy to navigate. The seamless integration with G Suite and the ability to customize various preferences and settings is amazing. Our clients also love the portal.
Advyzon is great about implementing and listening to customer feedback, as well as documenting the improvements they make in the support portal. They also give the advisor lots of options to change and customize the software to meet individual needs.
Advyzon is a great product that continues to improve with very knowledgeable and helpful support.
Advyzon was the best to work with by far on preserving the full functionality of our client data and data history during our conversion.
Advyzon is very quick to make changes when requested, and they staff is incredibly dedicated to making the CRM the best out there.
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Development Milestones

  • 2021

  • 2020

  • 2019

  • 2018

  • 2017

  • 2016

  • 2015

  • 2014

  • 2013

  • 2012

2021

1,000 client milestone is reached!

1,000 client milestone is reached!

Report Builder 2.0 is built from the ground up to enhance aesthetics, add new capabilities, and lend to ease of use. As always, user feedback played a key role in its success. Quantum Rebalancer® Rebalancing beta testing begins and carries through the balance of the year. Adding to the external recognition, Advyzon makes the Inc. 5000 list of “America’s Fastest Growing Companies”. Advyzon wins 4th straight highest client satisfaction rating in All-in-One Platform in T3’s Annual Software Survey and makes the “Best Places to work in Fintech” list for the 3rd straight year.

2020

Advyzon Highest User Satisfaction T3 Technology Survey Three Years Running

The next level

Not only did Advyzon grow in 2020, we created a new focus on helping our advisors grow. Advyzon Growth Suite put different tools intended to help advisors expand their firms into one place. We also added new compliance features to our document storage and partnered with Advisor Peak to give clients access to their rebalancing technology.

2019

Advyzon surpassed serving 500 clients in 2019

The milestone

Just five years after going live, Advyzon hits 500 clients. And they’re satisfied clients, too. We won top marks for All-in-One Platform in the T3 survey. Perhaps it was due to the launch of Advyzon 2, which overhauled our design and gave advisors access to customizable dashboards. We also launched partnerships with Charles Schwab and Riskalyze. It’s no surprise that with all this action we were named one of the best places to work in fintech by T3.

2018

Advyzon wins first T3 Technology Survey Highest User Satisfaction Rating 2018

The award

Advyzon wins a prestigious T3 award for the first time. In fact, we won in two categories: All-in-One Platform and Portfolio Management. We didn’t let the wins go to our heads, though, and continued to make the product better. We enhanced our reporting capabilities by adding new tools and GIPS compliance, and we added integrations with Right Capital and Fi360.

2017

Advyzon launches advisor dashboard in 2017, easy access to business intelligence and client information.

The dashboard

We doubled down on the advisor experience in 2017, launching our first professionally designed website as well as the Advisor Dashboard for clients. Advisors gained new insights into their practices via business intelligence and performance widgets. We also launched our first planning integration with MoneyGuidePro and partnered with Kwanti on portfolio models and analytics.

2016

Advyzon opens its brick and mortar office in 2016 on the Chicago River.

The office

Advyzon opens its first brick and mortar office in the heart of Chicago. 2016 was about more than just real estate, though. We announced an integration with Laser App, and Bob Veres shared a comprehensive review of our technology with advisors, calling us a “true all-in-one platform.”

2015

Advyzon wins TD Newcomer of The Year award in 2015 for its powerful integration

The growth

Advyzon switches into growth mode via key partnerships and key hires. Not only did we integrate with Office365 to give advisors a seamless (and revolutionary) experience syncing email, we won TD Ameritrade’s Veo Newcomer of the Year award.

2014

Advyzon comprehensive financial advisor technology attends first conference in 2014.

The launch

Advyzon intentionally went live under the radar, focusing more on clients and onboarding than media fanfare. Still, we didn’t go unnoticed. Advyzon sponsored its first conference and respected industry insider Joel Bruckenstein penned the first review of the technology calling it a rare success story.

2013

Advyzon spends 2013 pre-launch time in beta testing and quality assurance.

The foundation

Advyzon launches beta testing with a select group of firms. From the beginning, Advyzon focused on quality, making sure everything worked powerfully before taking the technology to market.

2012

Advyzon was founded by Hailin Li and a small group of developers from his past teams in the advisor technology space as yHLSoft,Inc in 2012

The start

Hailin Li taps a small group of developers from his past teams to start yHLSoft, Inc — which will go on to become Advyzon. Hailin’s vision was simple: Develop a truly all-in-one platform for advisors that could grow along with them and keep them ahead of the curve.