Chris Holcomb was Appointed as Director of Portfolio Accounting Operations at Advyzon

Date of management change: July 21, 2024 

What Happened?

, -based Advyzon Appointed Chris Holcomb as Director of Portfolio Accounting Operations

 

About the Company

Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.Advyzon.com to learn more.

 

About the Person

Chris Holcomb is Director of Portfolio Accounting Operations at Advyzon. Previously, Chris held various senior HR leadership roles in the industry.

 

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