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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
Transition Seamlessly from Morningstar Office to Advyzon
Turn the Morningstar sunset into your firm’s competitive advantage
Don’t be forced to use a solution you didn’t choose. Experience the ease of switching to Advyzon, a fully integrated, all-in-one platform built specifically to solve the challenges of disconnected systems.
Let’s discuss your custom transition roadmap.
Transition Seamlessly from Morningstar Office to Advyzon
Turn the Morningstar sunset into your firm’s competitive advantage
Don’t be forced to use a solution you didn’t choose. Experience the ease of switching to Advyzon, a fully integrated, all-in-one platform built specifically to solve the challenges of disconnected systems.
Let’s discuss your custom transition roadmap.
70%
of Advyzon users report a 30% increase in efficiency and time savings
8 Years
Named Best All-In-One Software Solution 8 Years in a Row**
* Source: Advyzon annual customer survey. See disclosures for additional information.
**2025 T3 / Inside Information Software Survey
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.
Hear From Our Morningstar Alumni
In this video, Advyzon's CRO, (and Morningstar alum) John Mackowiak explains why Advyzon is a top choice for advisors transitioning from Morningstar Office.
Our experts’ inside experience with Morningstar creates a smooth and accelerated transition experience.
The Advyzon team includes over 20 former Morningstar employees with 177 years of combined experience, including founder Hailin Li, former SVP of Advisor Solutions at Morningstar. Since our inception in 2012, we’ve transitioned hundreds of advisors from Morningstar Office to Advyzon – so we know how to do it as smoothly and with as little disruption as possible.
One Platform That Can Do The Work Of Many
Advyzon’s integrated solutions work together to drive powerful efficiencies
Advyzon is purpose-built to deliver a comprehensive, modular technology platform fully integrated with a powerful investment management experience, eliminating the need for third-party add-ons and offering unprecedented value at a competitive price point.
The Advyzon Approach
Experience the impact of a unified platform to multiply the power of investment management.
In addition to the Morningstar Office sunset, the recent acquisition of Morningstar’s TAMP has left advisors looking for a new investment management solution.
Advyzon Investment Management (AIM) delivers a comprehensive investment 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 the Advyzon ecosystem.
Unlike most technology providers that have bolt-on investment management solutions via acquisitions or integrations, AIM's native architecture ensures a cohesive user experience. The customizable, enterprise-grade investment capabilities are backed by the high-touch service of Advyzon’s team.
Power On Limitless Possibilities
Get a closer look at the platform built for efficiency, innovation, and growth.
Disclosure
yHLsoft 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.
*Data sourced from an annual customer survey conducted by Advyzon from 8/8/2024 to 9/30/2024, with 968 total respondents. Approximately 2.5% of respondents were AIM clients, representing 49% of all active AIM firms (firms having at least one active account under management by AIM. The annual customer survey asked existing users, “Please estimate the time savings from having an all-in-one TAMP solution,” or “Please estimate the time savings from utilizing Advyzon with potential responses being (a) less than 10%, (b) 20%, (c) 30%, or (d) 40% or greater. Approximately 70% of respondents selected 30% or more.
© 2025 yHLsoft Inc. All Rights Reserved
(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.
© 2025 yHLsoft Inc. All Rights Reserved