Hear from our clients why Advyzon is right for advisors.
Words from our Clients
HOW ONE FIRM SUCCESSFULLY
MOVED DECADES OF HISTORICAL DATA
“Advyzon was extremely collaborative during our
conversion process, we were so happy to find a
partner willing to make their software work for us
instead of needing to change to fit the software.”
— Jeff Schaefer, Founder
HOW ONE FIRM REDUCED
TECH COST SIGNIFICANTLY WITH ADVYZON
“We are now able to run things
on our own and not have to wait
on others to get around to it.”
- Michael Zimmer,
Chief Operating Officer
HOW ONE FIRM UPGRADED
LEGACY TECHNOLOGY PLATFORMS
“Advyzon migrated 15+ years of history for us
without any issues that couldn’t be resolved
quickly. The only thing I would’ve done
differently is drop my legacy systems sooner!”
- George Barnhart,
Owner/Managing Member
HOW A ONE WOMAN FIRM
UPGRADED TECHNOLOGY FOR EFFICIENCY
“I always recommend
Advyzon. I wouldn’t
be able to do what I
do without them.”
HOW ONE BREAKAWAY FOUND A
COMPREHENSIVE TECHNOLOGY SOLUTION
“We don’t get blown away by staff very often
but the Advyzon team has been super helpful.
Especially as a new firm it’s important to get
help when we need it.”
- Charlie Burford,
Advisor, Burford Brothers
HOW ONE BREAKAWAY FOUND THE
CONFIDENCE TO GO INDEPENDENT
“Advyzon was a big part of our breakaway. With
Advyzon, we gained the confidence we needed
to become independent.”
- Johnny Flavin,
Founder & CEO, Aspire Capital Advisors