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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.
Peabody State Bank is a Peabody, KS-based company in the Financial Services sector.
Bank of Louisiana is a New Orleans, LA-based company in the Financial Services sector.
National Exchange Bank & Trust has proudly served East Central Wisconsin since 1933. We are an independent, family-owned financial institution that has been held in high regard as one of the highest rated financial institutions in the Midwest for many years. Our performance is supported by a strong balance sheet, prudent asset management and community investment. National Exchange Bank & Trust currently has in excess of $1 billion in assets and operates 27 offices throughout east central Wisconsin. The bank is privately owned by NEB Corporation, a multi-bank holding company located in Fond du Lac, Wisc. NEB Corporation has substantial cash reserves in addition to the bank’s financial strength and has no external debt.