CHICAGO, Feb. 26, 2019 /PRNewswire/ -- Advyzon, an all-in-one, cloud-based financial advisor technology platform, today announced two accolades that reflect the positive experiences of both the platform's users and its employees. Advyzon was recently named one of the 2019 Best Fintechs to Work For by SourceMedia and received the highest average satisfaction rating in the industry among all-in-one solutions and second highest among portfolio management tools in the 2019 T3 Software Survey.
Advyzon ranked #23 on SourceMedia's Best Fintechs to Work For list, which was developed through an annual survey designed to identify, recognize and honor the best employers in the financial technology industry. Advyzon earned its place on the list for its programs that foster a strong sense of community, highlight the outstanding work of team members and reward those who go above-and-beyond for the firm.
"We offer our employees company outings and incentive programs to recognize their phenomenal work and the contributions that they make to the success of our firm," said Hailin Li, CEO of Advyzon. "We believe that great solutions come from great companies – by maintaining a positive and rewarding company culture, we feel we are better able to develop the tools advisors need to best benefit their clients and grow their practices."
Advyzon also recently received positive feedback from clients in the 2019 T3 Software Survey. The survey had over 5,500 respondents from within the financial planning and investment advisory community, with over 2,900 of those respondents reportedly using all-in-one technology platforms and over 4,600 using a portfolio management tool. Advyzon received an average satisfaction rating of 7.48 out of 10 as an all-in-one solution, which was first overall among all-in-one providers, and 7.91 out of 10 as a portfolio management tool, second highest among all portfolio management tool providers.
Factors contributing to Advyzon's rankings in the T3 2019 Software Survey include its premier client services program, frequent updates which address client requests, and its consistently expanding list of custodial and platform integrations. Within the last five months, Advyzon has announced integrations with the Schwab OpenView Gateway, the TD Veo One New Account Opening Wizard, Riskalyze and financial planning software RightCapital.
"We are incredibly proud of our ranking in this year's T3 Software Survey; it is great to hear such positive feedback from our users, as well as our employees," continued Li.
Companies recognized on this year's SourceMedia Best Fintechs to Work For list operate in and serve companies and consumers in a wide range of financial services including banking and mortgages, insurance, payments and financial advisory. The list was developed through a two-part survey process aimed at evaluating nominated companies' workplace policies, practices, philosophy, systems and demographics, as well as employee experience.
For more information on Advyzon, please visit www.advyzon.com.
Advyzon is a Chicago-based advisor technology platform founded in 2012. Led by a dedicated and committed team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors, Advyzon is 100% cloud-based and includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all the key capabilities a firm needs to grow their business profitably, Advyzon helps advisors streamline their operations so they can focus on growing their practice. Please visit www.advyzon.com to learn more.