Performance Reporting

Will Demo Enhanced Technology Hub at T3 Advisor Conference

Quovo, a provider of account aggregation, normalization and data analysis solutions for financial institutions and investors, today announced its integration with technology hub Advyzon from yHLsoft, Inc.

Founded in 2012, Advyzon is an inclusive, scalable, cloud-based service that helps financial advisors grow their business efficiently and profitably. It includes client relationship management (CRM), portfolio management/performance reporting, monitoring, investment planning, and business intelligence.

Advizr, a next generation financial planning software, today announced a strategic partnership with Blueleaf, a leading client engagement, data automation and reporting platform for advisors and clients.

Two of the most intuitive and automated tools in the industry are partnering to create a very powerful solution for financial advisors. Together, Advizr’s simple but sophisticated financial planning software and Blueleaf’s householded data backbone, account aggregation and performance reporting will provide a new level of simplicity and automation in delivering high-quality holistic financial advice.

Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider, is delivering more robust performance reporting capabilities to its advisor clients through expanded integrations with Advisoryworld, a leading provider of customizable p