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Welcome to Your New Office Assistant
You got into this business because you wanted choice. Don’t be forced into a solution. Make a decision based on the best choices out there.
At Advyzon, we understand the transition away from Morningstar Office better than anyone. Our founder and CEO, Hailin Li, an original architect behind Morningstar Office, is familiar with the inefficiencies of managing multiple disconnected systems. That’s why he created Advyzon — to offer a seamless, unified solution that simplifies workflows and transforms client experiences.
Resources for Your Transition
Seamless Transition from Morningstar Office to Orion Tech
Join our webinar to learn how Orion's integrated solutions — including Redtail CRM, planning, and behavioral finance tools — can make your transition effortless and boost your firm's performance.
Transition Incentives for Morningstar Office Users
Orion Advisor Technology announces a comprehensive package of incentives and an integrated wealth management platform for advisors impacted by Morningstar Office’s discontinuation.
WEBCAST
Good Mornings Ahead With Advyzon
Join our Morningstar Alumni for an upcoming webcast to learn how easy it is to transition from Morningstar Office to Advyzon.
You're Weeks Away From Your New Office Assistant
Schedule a Meeting to Discuss Your Custom Transition Plan to Advyzon
One Platform That Can Do The Work Of Many
Advyzon was founded in 2012 by Hailin Li—former Senior Vice president, Advisor Solutions at Morningstar. Hailin was the chief architect behind Morningstar Office from 2003 to 2010 when he broke away from Morningstar and started Advyzon. The Advyzon team includes 21 former Morningstar employees with a combined 177 years of service. We have transitioned hundreds of advisors from Morningstar Office to Advyzon.
Advyzon’s full-service system is built for ongoing innovation. Because unified data flows smoothly through the entire system, Advyzon’s team, made up of 50% engineers and product specialists, can implement changes and feedback in hours or days, not weeks or months, helping firms leveraging their platform leapfrog competitors hamstrung by disparate, legacy tech systems.
The Advyzon Approach
The Advyzon Approach
Taking AIM Your Way
Built as a seamlessly unified platform with Advyzon, Advyzon Investment Management (AIM) delivers a comprehensive investment solution suite that combines sophisticated UMA capabilities, flexible model management, both advisor-driven and access to third-party managers, OCIO services, tax overlay, and direct indexing - all integrated within a single ecosystem.
Unlike most technology providers that have bolted on investment management solutions via acquisitions or integrations, AIM takes a fundamentally different approach. AIM's native architecture ensures a cohesive user experience while providing customizable, enterprise-grade investment capabilities backed by the high-touch service of Advyzon’s team.
(844) 829-0039
Sales@Advyzon.comyHLsoft Inc., doing business as Advyzon ("Advyzon") offers an integrated technology platform for financial advisors that includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence.
Advyzon Investment Management LLC ("AIM") is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of Advyzon. All references to investment advisory services mentioned are provided by AIM, while some technology and administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors.
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