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2021
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
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
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
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
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
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
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
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
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
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.
