Streamline your technology so you can focus on your business.
Running a business is hard, don’t let a cacophony of technology and logins slow you down. Advyzon features tools to differentiate and streamline your business so that you can focus on your essential work. You can count on reliable data, efficient billing, automated reporting, customizable client portals and mobile apps, a robust CRM, and secure document management built into one portfolio management system.
At Advyzon we prioritize customer service and continuous improvement, giving you all of the tools that you need to
succeed.
As your needs evolve, so does Advyzon. We support firms of all sizes, so you can be assured that you won’t
need to change software just because you are growing. Advyzon was built to be flexible, not to force you
into operating in a way that matches the software. Within Advyzon, you have the power to control access by
individual users or share account information across your entire firm. Our team of relationship managers are
ready to help at any time, whether you are creating a new user, opening new accounts, looking for additional
reporting, or there is an issue with your software you can reach out by phone, email, or within the app
itself and get help immediately.
The Advyzon platform and each of its components is constantly updated through our iterative development
process. We start with industry research, user requests and customer feedback, then move into detailed
specs, coding, rigorous testing, and release. We keep our technology sleek and easy to use for both advisors
and their clients, but true to our roots, we take the time to properly vet new features and updates before
launching them to our users because we believe our product should be as reliable as our service.
What clients say about Advyzon
Advyzon has the clear ability to revolutionize the financial services industry and level the playing field for all.
Reports are clean and my clients like them better than any I previously used. It has one of the most robust portfolio reporting systems I have ever run into.
Advyzon does a lot of things really well: the billing process, reporting, continued feature enhancement, communication of product changes, service and support.
Advyzon is very quick and easy to navigate. The seamless integration with G Suite and the ability to customize various preferences and settings is amazing. Our clients also love the portal.
Advyzon is great about implementing and listening to customer feedback, as well as documenting the improvements they make in the support portal. They also give the advisor lots of options to change and customize the software to meet individual needs.
Advyzon is a great product that continues to improve with very knowledgeable and helpful support.
Advyzon was the best to work with by far on preserving the full functionality of our client data and data history during our conversion.
Advyzon is very quick to make changes when requested, and they staff is incredibly dedicated to making the CRM the best out there.
What Clients are Saying about Advyzon
Advyzon does a lot of things really well, in particular the billing process, reporting,
continued feature enhancement, communication of product changes, service and support.
Advyzon is very quick and easy to navigate. The seamless integration with G Suite and the
ability to customize various preferences and settings is amazing. Our clients also love the
portal.
Advyzon is great about implementing and listening to customer feedback as well as documenting
changes in the support portal. They also give the advisor lots of options to change and
customize the software to meet individual needs.
Advyzon is a great product that continues to improve with very knowledgeable and helpful
support.
The way I see things, Advyzon has the clear ability to revolutionize the financial
services industry
and level the playing field for all.
Advyzon was by far the best to work with on preserving full functionality of data
and data history in
the conversion.
It has one of the most robust portfolio reporting systems I have ever run into.
Reports are clean and
my clients like them better than any I previously used.
The staff of Advyzon is very quick to make changes when requested and incredibly
dedicated to making
the CRM the best out there.
"Advyzon enhances its integration with Right Capital adding to streamlined financial planning.
Advyzon wins 3rd straight highest customer satisfaction rating in All-in-One Platform in T3’s
Annual Software Survey and 2nd straight Best Fintech to Work for award. Prospect portal
and growth suite launch – tools aimed at helping advisors grow their business in a faster
and more efficient way. SEC compliance features are added to Advyzon’s document storage.
Advyzon launches prospect portal, mass emailing, and Twitter timeline integration to help
advisors grow. Advyzon announces new integration with Advisor Peak to add rebal to the
mix. Integrations with Pershing and Fidelity go live."
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