Brian Solis

Client Support at Advyzon | yHLsoft, Inc. - Chicago, IL, US

Brian Solis's Colleagues at Advyzon | yHLsoft, Inc.
Matt Braatz

Senior Vice President | Business Development

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Mark Netjes

Senior Vice President of Business Development

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Dirk Pearson

Chief Product Officer

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Sahreen Zikova

Customer Success Manager

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Eve Hjort

Client Relationship Manager

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Kelly Fitzpatrick

Product Manager, Reporting Solutions

Contact Kelly Fitzpatrick

Paul Yeh

Vice President, Head of Data Analytics & Integrations

Contact Paul Yeh

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Brian Solis's Contact Details
Email (Verified)
***@advyzon.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
Location
Batavia,Illinois,United States
Company
Advyzon | yHLsoft, Inc.
Brian Solis's Company Details
Advyzon | yHLsoft, Inc. logo, Advyzon | yHLsoft, Inc. contact details

Advyzon | yHLsoft, Inc.

Chicago, IL, US • 50 - 99 Employees
Financial Services

Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.advyzon.com to learn more.

Portfolio Management CRM Client Web Portal Financial Planning Performance Reporting Client Billing Document Storage
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Frequently Asked Questions about Brian Solis
Brian Solis currently works for Advyzon.
Brian Solis's role at Advyzon is Client Support.
Brian Solis's email address is ***@advyzon.com. To view Brian Solis's full email address, please signup to ConnectPlex.
Brian Solis works in the Financial Services industry.
Brian Solis's colleagues at Advyzon | yHLsoft, Inc. are Matt Braatz, Mark Netjes, Dirk Pearson, Sahreen Zikova, Eve Hjort, Kelly Fitzpatrick, Paul Yeh and others.
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