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Testimonials | Advyzon

Hear from our clients why Advyzon is right for advisors.

Englebert Financial Advisors testimonial

THE STORY

Find a niche

Depending on what profession you're in, you might not run into financial advisors. Think what a police officer does all day. If they encounter a financial advisor, it's probably because they pulled him over for speeding. So they need experts to reach out. Now we're branching out to serve teachers as well, and we don't understand how these teachers have been doing it by themselves. It's very difficult to understand. So finding these niches is beneficial for us and it's also beneficial for them.

- Chris Englebert, Founding Partner

Why Advyzon?

FAVORITE FEATURES

CRM
Notes
Reporting

ADVYZON ADVANTAGE

Fully Integrated
Customizable features
Support from Advyzon team

Read more about Engelbert's growth story Here

Contact

(844) 829-0039
Sales@Advyzon.com
Support@Advyzon.com

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Advyzon Investment Management LLC ("AIM") is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon ("Advyzon"). All references to investment advisory services mentioned in this website are provided by AIM, while some technology and administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. We do not provide advisory services directly to retail investors.