Founded in 2012 by Hailin Li, the former Senior Vice President of Advisor Solutions at Morningstar, Advyzon emerged with a vision to deliver an intuitive and comprehensive technological solution tailored for financial advisory firms. Hailin Li, renowned as the chief architect behind Morningstar Office from 2003 to 2010, departed to establish Advyzon, headquartered in Chicago, Illinois.

This dynamic company is comprised of a dedicated team of entrepreneurial experts boasting decades of collective experience in the implementation, servicing, and development of technology specifically designed for financial advisors. With an unwavering commitment to continuous product innovation and the delivery of superior service, Advyzon aspires to position itself as the preeminent value proposition in advisor technology.

The company's growth and success are attributed to its consistent reinvestment in both product development and personnel. This strategic approach not only fosters a healthy and thriving organization but also upholds Advyzon's pledge to provide excellent products and services. By prioritizing ongoing improvement and staying true to their commitment, Advyzon has successfully carved its niche as a leading force in the financial technology landscape.

Unlocking the Advantages of Partnering with Advyzon

Data Integrity: A Pillar of Trustworthy Information

Advyzon, recognized for its unwavering commitment to excellence, places data integrity at the forefront of its service offerings. As a client, you can expect a meticulous daily process where the expert team imports and reconciles your data. Every exception encountered undergoes thorough research and correction, ensuring unparalleled accuracy. With support for a diverse range of custodians and other data sources, Advyzon empowers you to generate reliable and consolidated performance reports for your clients.

Embarking on a new technological journey with Advyzon doesn't mean leaving your history behind. The proficient onboarding team specializes in seamlessly migrating data from leading reporting and CRM systems. This ensures a smooth transition without compromising the valuable historical data you've diligently accumulated over time.

Scalability: Tailored to Your Growth Ambitions

Advyzon stands as a technological ally designed to support your growth trajectory. Whether you operate with multiple teams, locations, and assistants or function as a solo practitioner, Advyzon has you covered. The flexible administrator interface facilitates the seamless integration of new advisors or the acquisition of new practices when needed, providing scalability that aligns with your evolving business requirements.

Advyzon understands the importance of accessibility in the modern business landscape. Securely access your information across multiple operating systems and mobile devices, thanks to Advyzon's cloud-based architecture. This ensures your data is available precisely where and when you need it. Moreover, extend this technological advantage to your clients through an integrated white-labeled client portal, mobile app, and a secure document management system.

The benefits of becoming an Advyzon client extend far beyond a mere technological platform; it is a commitment to data integrity, seamless transitions, scalable solutions, and ubiquitous access that empowers financial advisors to excel in their practices. With Advyzon, it's not just about technology; it's about advancing your capabilities and client service to new heights.

Revolutionizing Portfolio Management and Client Reporting with Advyzon

Advyzon takes pride in offering a revolutionary report builder feature that is the epitome of clarity and engagement. Designed with a focus on client value, Advyzon's client reports serve as the core of its services. Over nearly a decade, the reporting tool has evolved to become the market leader. Clients can effortlessly pull desired data and craft visually compelling charts and tables, all in their brand colors, showcasing the advisor's value proposition. The automation prowess of Advyzon shines through its Reporting Center. Once a report formula is established, generating reports becomes a streamlined, ongoing process at scale. Utilize the platform to schedule and run reports for all accounts simultaneously, offering the flexibility to print or electronically send reports to clients.

Advyzon goes beyond generating aesthetically pleasing client reports; it facilitates the creation of internal reports for comprehensive performance tracking. The Composites tool allows a deep dive into managed account performance over time, adhering to Global Investment Performance Standards. Additionally, the Practice Reports function provides firm-level insights, empowering advisors to focus on specific client groups. From fixed income to cryptocurrencies, Advyzon's platform consolidates diverse assets seamlessly. With advanced fixed income reporting, the tool accommodates a wide range of products, including detailed features like amortization and accretion for mortgage-backed securities, enriching client reports with comprehensive insights.

Advyzon stands out with billing settings designed to accommodate various firm structures. The billing technology prides itself on being both accurate and efficient, addressing the critical role of reliable billing in the success of financial advisors.

Billing with Advyzon is not just efficient; it's stress-free. With automated statement generation, invoicing, and the ability to upload preformatted fee files to major custodians, the process takes less than an hour per cycle. The platform supports multiple fee schedules, including the flexibility to mix percent AUM with a flat fee, ensuring a customizable and hassle-free billing experience.

CRM Excellence

Recognizing the centrality of client relationships, Advyzon seamlessly integrates a Customer Relationship Manager (CRM) into every aspect of the platform. Email records, notes, activity, and workflows are accessible from a client's record, allowing advisors to quickly and easily stay informed. Advyzon harmonizes with Microsoft Office 365 and Google G Suite, ensuring seamless integration of emails and appointments into a client's record. This effortless synchronization streamlines communication and scheduling, enhancing the overall client experience.

Advyzon's Quantum rebalancer delivers robust trading and rebalancing capabilities, supporting various objectives such as location optimization, cash management, and tax harvesting. Customizable trade preferences, model management capabilities, and automated monitoring tools empower advisors to optimize portfolios at scale. Executing trades for major custodians is simplified within Advyzon, whether through FIX or leveraging custodian trade integrations. The platform enables the creation of block trades and allocations for streamlined order management. Automated rebalancing tasks can be scheduled, allowing Quantum to handle the heavy lifting.

Hailin Li | CEO

Prior to founding Advyzon, Inc. and Advyzon, Hailin was Senior Vice President, Advisor Solutions at Morningstar, responsible for Morningstar's global advisor market. He joined Morningstar in 1996. He first served as Technical Lead for Principia, then Morningstar ClearFuture in 1999. In 2000, he led the team to launch Morningstar Advisor Workstation. In 2003, he served as Product Manager for Morningstar Office until 2010. Hailin then founded Advyzon, Inc., Advyzon’s parent company, in 2012 to pursue a true all-in-one platform for advisors.

Hailin holds an MBA degree from Northwestern University-Kellogg School of Management and Ph.D. in Physics from State University of New York at Stony Brook. He holds a BS degree in Physics from Peking University, China.

“Empowering financial advisors with cutting-edge technology, Advyzon stands as a guiding light of innovation, seamlessly blending data precision, client-centricity, and efficient portfolio management.”