Advyzon is an award-winning, comprehensive technology platform and portfolio management solution for advisors and investment managers. Their exceptional technology and unmatched service exist to improve the advisor experience – whether it’s via portfolio and firm management or client relationships and growth.

Hailin Li is founder and CEO of Advyzon, an award-winning, comprehensive technology platform and portfolio management solution for advisors and investment managers. Prior to founding Advyzon, Hailin was Senior Vice President, Advisor Solutions at Morningstar, responsible for Morningstar's global advisor market. He joined Morningstar in 1996. He first served as Technical Lead for Principia, then Morningstar ClearFuture in 1999. In 2000, he led the team to launch Morningstar Advisor Workstation. In 2003, he served as Product Manager for Morningstar Office until 2010. Hailin then founded Advyzon in 2012 to pursue a true all-in-one platform for advisors.