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.