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About Advyzon
Advyzon is a fintech company founded in 2012 by Hailin Li, offering comprehensive technology solutions for financial advisory firms. Their platform includes portfolio management, customizable performance reporting, CRM, client web portals, and business intelligence tools[1][3]. Services include investment management through Advyzon Investment Management (AIM), a turnkey asset management program[1]. The target audience is independent financial advisors and registered investment advisors (RIAs)[2]. The unique selling proposition is an all-in-one, intuitive platform that streamlines operations, allowing advisors to focus on client relationships and business growth[1][4].
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