yHLSoft, Inc, provides the Advyzon platform, an inclusive, scalable, cloud-based service that helps financial advisors grow their business efficiently and profitably. Founded in 2012 with a focus on ease of use and user experience, Advyzon includes client relationship management (CRM), portfolio management/performance reporting, monitoring, investment planning, and business intelligence.
Integration Features
  • Access critical Veo client data such as announcements, operational alerts, and intra-day account positions
  • Navigate seamlessly from Advyzon to Veo with single sign-on
  • Learn more:
    Learn More