Matt Braatz

Senior Vice President of Business Development at Advyzon | yHLsoft, Inc. - Chicago, IL, US

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

Ryan Staples

Client Services Team Lead

Contact Ryan Staples

Shannon Smith

Client Relationship Manager

Contact Shannon Smith

Charles Rowlan

Senior Vice President | Business Development

Contact Charles Rowlan

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Matt Braatz's Contact Details
Email (Verified)
***@yhlsoft.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
Location
Chicago,Illinois,United States
Company
Advyzon | yHLsoft, Inc.
Matt Braatz'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 Matt Braatz
Matt Braatz currently works for Advyzon.
Matt Braatz's role at Advyzon is Senior Vice President of Business Development.
Matt Braatz's email address is ***@yhlsoft.com. To view Matt Braatz's full email address, please signup to ConnectPlex.
Matt Braatz works in the Financial Services industry.
Matt Braatz's colleagues at Advyzon | yHLsoft, Inc. are Sahreen Zikova, Eve Hjort, Kelly Fitzpatrick, Paul Yeh, Ryan Staples, Shannon Smith, Charles Rowlan and others.
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