Testimonials | Advyzon
Hear from our clients why Advyzon is right for advisors.
Englebert Financial Advisors testimonial
THEIR STORY
Find a niche

Depending on what profession you're in, you might not run into financial advisors. Think what a police officer does all day. If they encounter a financial advisor, it's probably because they pulled him over for speeding. So they need experts to reach out. Now we're branching out to serve teachers as well, and we don't understand how these teachers have been doing it by themselves. It's very difficult to understand. So finding these niches is beneficial for us and it's also beneficial for them.

- Chris Englebert, Founding Partner

Why Advyzon?
FAVORITE FEATURES
  • CRM
  • Notes
  • Reporting
ADVYZON ADVANTAGE
  • Fully Integrated
  • Customizable features
  • Support from Advyzon team
Read more about Engelbert's growth story Here