Shannon Smith

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

Shannon Smith's Colleagues at Advyzon | yHLsoft, Inc.
Jack Boyle

Client Service Specialist

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John Owens

Business Development Representative

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Charles Rowlan

Senior Vice President | Business Development

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Michael Williams

Strategic Relationship Manager

Contact Michael Williams

David Ott

Vice President Implementation and Customer Success

Contact David Ott

Henry Lang-VanDerLaan

Business Development Representative

Contact Henry Lang-VanDerLaan

Samuel Parada

Business Development Representative

Contact Samuel Parada

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Shannon Smith's Contact Details
HQ
Location
Chicago, Illinois, United States
Company
Advyzon | yHLsoft, Inc.
Shannon Smith'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
Details about Advyzon | yHLsoft, Inc.
Frequently Asked Questions about Shannon Smith
Shannon Smith currently works for Advyzon | yHLsoft, Inc..
Shannon Smith's role at Advyzon | yHLsoft, Inc. is Client Relationship Manager.
Shannon Smith's email address is ***@advyzon.com. To view Shannon Smith's full email address, please signup to ConnectPlex.
Shannon Smith works in the Financial Services industry.
Shannon Smith's colleagues at Advyzon | yHLsoft, Inc. are Jack Boyle, John Owens, Charles Rowlan, Michael Williams, David Ott, Henry Lang-VanDerLaan, Samuel Parada and others.
Shannon Smith's phone number is
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