We're thrilled to announce that Jeffrey Kleintop, Managing Director and Chief Global Investment Strategist at Charles Schwab, will be a featured speaker at the second annual #AdvyzonConference in Tampa this February! With his deep expertise in global markets and economic strategy, Jeffrey's insights will provide invaluable perspectives on the evolving financial landscape. Early bird registration ends soon, and spots are filling fast! Learn more and register here: https://lnkd.in/gYMYbtYZ #WealthManagement #FinTech #InvestmentManagement #PortfolioManagement #FinancialServices #Advyzon
Advyzon
Financial Services
Chicago, IL 8,705 followers
Exceptional Technology. Unmatched Service.
About us
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 advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.advyzon.com to learn more. 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 any correspondence are provided by AIM, while technology and some administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Social Media Disclosure Details: https://engage.advyzon.com/socialmediapolicy
- Website
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http://www.advyzon.com
External link for Advyzon
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Chicago, IL
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Portfolio Management, CRM, Client Web Portal, Performance Reporting, Client Billing, and Document Storage
Locations
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Primary
Get directions
935 W. Chestnut
Chicago, IL 60642, US
Employees at Advyzon
Updates
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Did you know you can make inline trade updates after a rebalance? Customize trades directly in the Holdings Overview tab by adjusting shares or dollar amounts, and see changes reflected instantly with a quick refresh. Need to tweak proposed trades? No problem—tailor them to fit your exact preferences. Stay prepared for client meetings by ensuring portfolios are within tolerance levels, all with just a few clicks. Simplify your trading process and deliver tailored solutions with confidence! https://hubs.ly/Q030nG7p0 #featurefriday
Save Time Rebalancing With Inline Trading #FeatureFriday
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We’re excited to welcome Patrick Shaddow, President & CEO of Syntax Data, as a featured speaker at the upcoming #AdvyzonConference! With over 15 years of experience in indexation and financial data services, Patrick has played a pivotal role in driving data sales, licensing processes, and business development within the financial industry. His expertise spans index development, data acquisition, and strategic growth initiatives. We look forward to hearing Patrick’s insights on the evolving role of data in investment strategies. Don’t miss this opportunity to learn from a leading voice in the industry! Early bird registration ends soon, and spots are filling fast! Learn more and register here: https://hubs.ly/Q030d3wc0 #WealthManagement #FinTech #InvestmentManagement #PortfolioManagement #FinancialServices #Advyzon
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Discover the power of a true enterprise partner in Dave Goes' latest bylined article, published in Financial Advisor Magazine: "It’s my hope that more solution providers strive to become true partners, and that firms are able to find those unicorns who know your business, but also execute with accountability and adaptability." Read the article here: https://lnkd.in/gZRAQepq #enterprisesolutions #enterprisepartners #wealthmanagement #brokerdealers
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Learn more about all of the initiatives that led to Advyzon CEO Hailin Li, Ph.D., CFA being named the Fintech Executive of the Year in the 2024 ThinkAdvisor #TALuminaries Awards in our latest news release, published in Yahoo Finance. This recognition caps off a remarkable year of growth, development, and accomplishments for Advyzon, with more big things to come in 2025. Hailin adds: "The next phase of our evolution will not only raise the bar for the industry, but will make wealth management more intuitive, efficient, and impactful. One platform. One experience." Read more: https://lnkd.in/eRgixYuk #fintech #wealthtech #wealthmanagement #financialadvisors
Advyzon CEO Hailin Li Wins ThinkAdvisor 2024 Luminaries Award for Fintech Executive of the Year
finance.yahoo.com
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Brian Huckstep, CFA, CFP®, CIO of Advyzon Investment Management, LLC. (AIM), was featured in this recent Barron's Advisor Big Q article, where a handful of investment professionals were asked to peer into their crystal balls and share what they see in 2025 for the economy and for investments: "We’re tempering expectations a bit for 2025. U.S. equities tend on average to rise three out of four years and fall one out of every four years. We’ve had a really good run in 2023 and 2024. History teaches us that after that kind of run we tend to have a pullback." Read Brian's full comments in Barron's here: https://lnkd.in/edTpKVjw #economy #stockmarket #investments #equities See Important Disclosures: https://lnkd.in/e6n8wfDe
Where the Market Is Headed in 2025, From 4 Money Pros
barrons.com
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Advyzon reposted this
In this #SwiftCam interview, Marie Swift speaks with Dave Goes, President of Enterprise Sales of Advyzon about the 2024 MarketCounsel Consulting Summit and the upcoming second annual Advyzon Conference. Watch this #MSUM24 SwiftCam video here:
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Blended Models enable you to merge multiple strategies into one, offering a more customized approach to meet your clients' unique investment needs. In Blended Model settings, specify tolerance bands for underlying model positions. And of course, stay ahead of the data by tracking model performance, asset allocation, and risk stats with ease directly from each individual Blended Model's dashboard. https://hubs.ly/Q02_DB9H0 #featurefriday
Customize Allocations in Blended Models #FeatureFriday
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We're thrilled to share that Advyzon CEO Hailin Li, Ph.D., CFA was named the winner of the Executive of the Year Award in the Fintech category of the ThinkAdvisor 2024 #Luminaries Awards! Thanks to ThinkAdvisor and all of the esteemed industry judges for recognizing Hailin's leadership throughout all our recent growth, development, and initiatives. And congrats to all the other winners! See the full list of finalists and winners here: https://lnkd.in/gKXF6A6s #fintech #wealthtech #executiveoftheyear #TALuminaries
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Can't wait for the ThinkAdvisor 2024 #TALuminaries Awards Ceremony tonight in Vegas! We'll have Dave Goes and Lee Andreatta, MBA in attendance, hoping to bring home some hardware for the Unified (All-in-One) Systems Firm Award. They'll also be representing our CEO Hailin Li, Ph.D., CFA for the Executive of the Year Individual Award. Learn more here: https://lnkd.in/gcZRCnp2
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