Advyzon | Comprehensive Advisor Technology for Established Firms

Established Firms | Advyzon
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.
Trust your data from direct data feeds and aggregates Save time by automating generation and distribution of reports Provide your clients with an informative and intuitive experience using our custom client portal, reporting, and mobile app Cut down the number of logins for your technology stack with Advyzon’s all-in-one solution
Advyzon team collaborates to provide exceptional technology and unmatched service to existing firms.

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 are Saying about Advyzon
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Development Milestones
"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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