Founded in 2012, Advyzon (operating under the legal entity YHLsoft, Inc.) provides an integrated, all-in-one technology solution for financial advisory firms. The platform combines customizable performance reporting, client relationship management (CRM), financial planning, client portals, and billing into a single, user-friendly interface. Its mission is to empower financial advisors to run their firms more efficiently, deliver exceptional client experiences, and foster growth by streamlining their technology stack.

Founded in

United States