Testimonials | Advyzon
Hear from our clients why Advyzon is right for advisors.
BREAKAWAY STORY: Putting clients first
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Putting clients first
I wanted to build a firm that was about the client, and not about what can we sell the client or what commissions can we earn. I thought the focus should be on the client's bottom line.

-Jodi Vleck, Founder & CEO
Why Advyzon?
  • CRM
  • Activity screen
  • Reporting
  • Billing
  • Fully integrated
  • Platform is easy to use
  • Reports help manage client expectations
  • Grows with my business
I’m always quick to look at performance reports...
They help me manage client expectations."

-Jodi Vleck, Founder & CEO
Read more about Beta Wealth Group’s growth story here