Advyzon (yHLsoft Inc
Advyzon (yHLsoft Inc.) provides an integrated wealth management technology platform for financial advisors and wealth management firms. Its unified platform combines CRM, portfolio management, performance reporting, billing, trading and rebalancing, client portals, document storage, workflows, and business intelligence, with advisor-trained AI embedded across advisor operations. Its subsidiaries and offerings also include investment management services for advisory firms and family wealth tools.