Advyzon | Comprehensive Portfolio Management

Exceptional Technology. Unmatched Service.
Portfolio Management and Client Reporting | Billing | CRM | Growth Suite | Client Portal & Mobile App | Secure Document Management

The technology hub of your practice
 
Run your investment advisory firm efficiently
Advyzon By the Numbers
YEARS COMBINED INDUSTRY EXPERIENCE 150+ AVERAGE RATE OF CLIENT RETENTION 94 % T3 TECHNOLOGY HIGHEST CLIENT SATISFACTION 4 Time 900+ CLIENTS SERVED
94% AVERAGE RATE OF CLIENT RETENTION 4 Time T3 TECHNOLOGY HIGHEST CLIENT SATISFACTION 150 + YEARS COMBINED INDUSTRY EXPERIENCE 900 + CLIENTS SERVED
What Clients are Saying about Advyzon
What Clients are Saying about Advyzon
Development Milestones
2020
Integrations
"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."
  • 2020
  • 2019
  • 2018
  • 2017
  • 2016
  • 2015
  • 2014
  • 2013
  • 2012
Interested in a preview or live trial
Connect with us today!
Contact Us