Kelly Fitzpatrick

Product Manager, Reporting Solutions at Advyzon | yHLsoft, Inc. - Chicago, IL, US

Kelly Fitzpatrick's Colleagues at Advyzon | yHLsoft, Inc.

Mark Netjes

Senior Vice President of Business Development

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Charles Rowlan

Senior Vice President of Business Development

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Sahreen Zikova

Customer Success Manager

Contact Sahreen Zikova

Eve Hjort

Client Relationship Manager

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Hailin Li

CEO

Contact Hailin Li

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Kelly Fitzpatrick's Contact Details

Email (Verified)
***@advyzon.com

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Mobile Number
(XXX) XXX-XXXX

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Location
Chicago,Illinois,United States

Company
Advyzon | yHLsoft, Inc.

Kelly Fitzpatrick's Company 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

Details about Advyzon | yHLsoft, Inc.

Frequently Asked Questions about Kelly Fitzpatrick

Kelly Fitzpatrick currently works for Advyzon.

Kelly Fitzpatrick's role at Advyzon is Product Manager, Reporting Solutions.

Kelly Fitzpatrick's email address is ***@advyzon.com. To view Kelly Fitzpatrick's full email address, please signup to ConnectPlex.

Kelly Fitzpatrick works in the Financial Services industry.

Kelly Fitzpatrick's colleagues at Advyzon | yHLsoft, Inc. are Chris Peng, Mark Netjes, Charles Rowlan, Allen He, Sahreen Zikova, Eve Hjort, Hailin Li and others.

Kelly Fitzpatrick's phone number is