Advyzon
Matt Braatz has extensive work experience in the financial industry. Matt began their career at Morningstar in 2003, starting as an Account Executive before progressing to a Business Development Consultant and then an Enterprise Sales Director. In 2011, they became a Regional Sales Director at Morningstar. Since 2015, Matt has been the Senior Vice President of Business Development at Advyzon | yHLsoft, Inc., where they focus on helping investment advisors grow their businesses efficiently and profitably through their cloud-based platform.
Matt Braatz attended Valparaiso University from 1994 to 1998, where they obtained a Bachelor of Science degree in Finance and Financial Management Services. Prior to their university education, there is no information available regarding their education history.
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.