CRM | PORTFOLIO MANAGEMENT TOOL | FINANCIAL PLANNING TOOL | DOCUMENT MANAGEMENT TOOL | CLIENT PORTAL TOOL | RISK TOLERANCE ASSESSMENT TOOL | CLIENT DATA GATHERING TOOL
Advyzon is an intuitive, cloud-based platform that combines portfolio management, flexible performance reporting and client portals, client relationship management (CRM), billing, document management, and business intelligence. Designed with a focus on ease of use and user experience, Advyzon partners with investment advisors to help grow their businesses efficiently and profitably.
All major custodial data feeds are supported, along with DST. ByAllAccounts is an optional service for data aggregation. Third party integrations include LaserApp, and Kwanti, with MoneyGuidePro expected to launch in the coming months.
Not publicly disclosed.
Free Trial Available?:
Yes, but only upon request.
Company about us:
We are a team of entrepreneurs with decades of experience serving financial advisors. Continuous innovation and providing superior value and support to our clients are the principles Advyzon was founded on.