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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.
Aon plc is a global professional services firm based in Chicago, Illinois. The company specializes in risk management, insurance brokerage, and human resources consulting. Aon was formed in 1982 through the merger of Ryan Insurance Group and Combined International Corporation, adopting its current name in 1987. Aon operates in three main service areas: risk management, human capital solutions, and data & analytics. It provides insurance brokerage, reinsurance, and risk advisory services, along with employee benefits and HR consulting. Aon also offers advanced risk assessment tools and cyber resilience solutions, focusing on customized solutions for various industries, including healthcare, finance, and technology. With a presence in over 120 countries and more than 500 offices worldwide, Aon serves a diverse client base, including corporations, governments, and nonprofits. The company emphasizes integrity and innovation, using data-driven insights to tackle emerging risks such as climate change and cyber threats.
Arthur State Bank is one of the leading companies in the Financial Services sector.
Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives. We provide a wide range of insurance and investment products and services in key markets around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines and Indonesia. At Sun Life, we have more than 34,000 employees and 112,900 advisors worldwide. Websites: Canada www.sunlife.ca/en/ US www.sunlife.com/us/en/ Vietnam www.sunlife.com.vn Hong Kong www.sunlife.com.hk Indonesia www.sunlife.co.id Malaysia www.sunlife.com.my Philippines www.sunlife.com.ph
Civista Bank is the banking subsidiary of Civista Bancshares, Inc., a financial holding company with assets of approximately $2.3 billion headquartered in Sandusky, Ohio. As a full-service financial institution, Civista serves the needs of consumer, business, mortgage, and wealth management customers. Branches are located throughout Northern, Central and Southwestern Ohio and Southeastern Indiana. Wealth Management investment services are not FDIC insured, not bank guaranteed and may lose value.