Advyzon
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Illinois, United States · 11-50 Employees
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Overview
Headquarters
935 W Chestnut St Ste 301, Chicago, Illi...Phone Number
(844) 829-0039Website
www.advyzon.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
3
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2
About Advyzon
Advyzon is a cloud-based platform for investment advisors that combines portfolio management, flexible performance reporting, client portals, CRM, and BI.Explore more
Advyzon Org Chart
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Company Profile Activity
Activity Insights
Advyzon is experiencing very low activity levels compared to other companies in the Software sector.
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Advyzon is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Advyzon.
Advyzon Tech Stack
A closer look at the technologies used by Advyzon
Most Recent Scoops
Project
, according to a high-level source in artificial intelligence, is in the midst of initiatives related to third-party libraries.
Engineering, Outsourcing, Artificial Intelligence
Project
, according to a high-level source in artificial intelligence, is in the midst of initiatives related to communication and collaboration.
Collaboration/Web Apps, Employee Relations, Unified Communications, Artificial Intelligence, Communications
Project
, according to a high-level source in artificial intelligence, has completed initiatives related to incident management within the last twelve months.
Disaster Recovery, Information Security, Security, Artificial Intelligence
Project
, according to a high-level source in artificial intelligence, is in the midst of initiatives related to synthetic data.
Data Management, Data Science, Artificial Intelligence
Project
Workforce Management, Artificial Intelligence
Advyzon News & Media
Citi Wealth Partners With Advyzon for Global UMA Launch
Citi Wealth partners with Advyzon to launch a UMA featuring alternative investment options and multi-currency capabilities.Wealth.com and Advyzon launch integration for advisors
Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a new direct integration with Advyzon, the all-in-one wealth management platform trusted by more than 2,400 financial advisors nationwide.Advyzon Appoints Clark Richards, Seasoned Industry Executive, as Vice President of Client Success
CHICAGO--(BUSINESS WIRE)-- #AdvyzonEnterprise--Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently introduced Clark Richards to the team as Vice President of Client Success. In this strategic leadership role, Richards will oversee Advyzon’s client-facing teams, including customer support, onboarding/implementation, and relationship management. These teams exhibit a consistent commitment to excellence in customerAdvyzon founder and CEO confirms receiving 'unsolicted' interest from M&A suitors and ... - RIABiz
Hailin Li issued a detailed response to an RIABiz query acknowledging his company causes merger hearts to flutter, but he stands pat: 'not for sale'
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Advyzon is a cloud-based platform for investment advisors that combines portfolio management, flexible performance reporting, client portals, CRM, and BI.... Read More
