Advyzon
Joseph Webb is a professional with several years of experience in client services and consulting. Joseph began their career at H & R Block Mortgage as a Senior Loan Officer in 2005 and worked there until 2006. Joseph then joined Morningstar in 2006, where they held various roles including Account Executive, Relationship Manager, and Senior Client Solutions Consultant. In 2015, Joseph joined Advyzon | yHLsoft, Inc. as the Vice President of Client Services, a role they currently hold.
Joseph Webb earned their Bachelor's Degree in Finance, General and Investments, General from Central Michigan University. Joseph attended the university from 2002 to 2004.
Advyzon
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.