ADVYZON
Advyzon is a cloud-based platform for investment advisors that combines portfolio management, flexible performance reporting.
ADVYZON
Industry:
CRM Finance Financial Services FinTech
Founded:
2012-01-01
Address:
Chicago, Illinois, United States
Country:
United States
Website Url:
http://www.main.yhlsoft.com
Total Employee:
11+
Status:
Active
Contact:
1 844-829-0039
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Google Maps LetsEncrypt Amazon Mobile Non Scaleable Content HSTS Nginx CrUX Dataset Apple Mobile Web App Capable
Similar Organizations
Skip Capital
Skip Capital is a private investment fund that invests across multiple asset classes.
Slice Capital
Easily invest in startups through Slice Capital's equity crowdfunding platform.
Techstars
Techstars is a global platform that provides investment and innovation.
Current Employees Featured
John Mackowiak Chief Business Development Officer @ Advyzon
Chief Business Development Officer
2014-04-01
Dirk Pearson Chief Product Officer @ Advyzon
Chief Product Officer
2019-04-01
Hailin Li CEO & Founder @ Advyzon
CEO & Founder
2012-01-01
Founder
Official Site Inspections
http://www.main.yhlsoft.com
- Host name: ec2-34-228-117-136.compute-1.amazonaws.com
- IP address: 34.228.117.136
- Location: Ashburn United States
- Latitude: 39.0481
- Longitude: -77.4728
- Metro Code: 511
- Timezone: America/New_York
- Postal: 20149
Cannot get whois informations of this domain!!!
More informations about "Advyzon"
Client Portal - yHLsoft
Email Address. Password. Remember meSee details»
Advyzon - yHLsoft
We will be performing scheduled database maintenance on Sunday 2/16 from 4:00 PM to 3:00 AM CT.During this time, the system will not be accessible. Our apologies in advance for any …See details»
Advyzon - main.yhlsoft.com
We will be performing scheduled database maintenance on Sunday 2/16 from 4:00 PM to 3:00 AM CT.During this time, the system will not be accessible. Our apologies in advance for any …See details»
Advyzon | CRM Performance Reporting Planning Platform
Advyzon is a cloud-based platform for investment advisors that combines portfolio management, flexible performance reporting, client portals, CRM, and BI.See details»
Log in - Advyzon Service Desk - yHLsoft
Welcome to Advyzon Service Desk. Username. PasswordSee details»
Advyzon Home
Advyzon is a comprehensive technology platform for financial advisors of all sizes. Offering billing, CRM, reporting, portfolio management, secure document storage and exchange, client web …See details»
Strategist Portal - v2.yhlsoft.com
Email Address. Password. Remember meSee details»
Contact - Advyzon
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 …See details»
Advyzon - main.yhlsoft.com
Email Address. Password. Remember meSee details»
Service Management - servicedesk.yhlsoft.com
{"xsrfToken":"BWT5-0SJS-WNV4-L4NB_16ffa6c5584cae3008880a6e88bf04ad5e86878f_lout","helpCenterBranding":{"headerBGColor":"#1da6dd","headerLinkColor":"#ffffff ...See details»
Advyzon - Crunchbase Company Profile & Funding
Advyzon is a cloud-based platform for investment advisors that combines portfolio management, flexible performance reporting.See details»
Advyzon - yhlsoft.com
“We’ve developed a process called The Clarity Formula® which puts all the pieces of your financial puzzle together. It covers the breadth of our services, and we use it as a tool to teach …See details»
Investment Planning Advisors Portal - main.yhlsoft.com
Email Address. Password. Remember meSee details»
System Dashboard - Advyzon Service Desk - yHLsoft
To move an item, select with Space and move with Ctrl/Cmd + Arrow keysSee details»
Established Firms | Advyzon - yhlsoft.com
Advyzon provides established firms with technology they can count on - reliable data, efficient billing, automated reporting, customizable client portals and mobile apps, a robust CRM, and …See details»
Sign in · GitLab
GitLab of yHLsoft, Inc. Advyzon was created with our client in mind. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in …See details»
13F season has never been easier | Advyzon - yhlsoft.com
Oct 27, 2022 There are certain securities, including some exchange-traded funds (ETFs) that may trigger a need to file a 13F, depending on the size of your positions or trades. Because …See details»
yhlsoft.com Reviews: Is this site a scam or legit?
Yhlsoft.com Review. The Scam Detector website Validator gives yhlsoft.com a low-to-medium trust score on the platform: 46.4.It signals that the business could be defined by the following …See details»
Wealth Management Solutions - main.yhlsoft.com
Email Address. Password. Remember meSee details»
Holistic Planning Portal - yHLsoft
The Information contained in your portal is collected from sources believed to be reliable, however, the accuracy and completeness of the information are not guaranteed, as it is a …See details»