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Features | Advyzon

Top Three Reasons to Choose Advyzon

At Advyzon, we believe the technology your firm utilizes should be simple to use, innovative and backed by exceptional client service. With a continuous focus on product development and providing superior service to the firms we partner with, we strive to be the best value in advisor technology.

1

Exceptional Technology

Advyzon’s cloud-based architecture means your data is available when and where you need it.  Designed with a focus on ease of use and user experience, our intuitive platform allows you to spend less time managing technology and more time with your existing & prospective clients.

2

Unmatched Service

We consider ourselves an extension of your team and pride ourselves on giving each client a top-notch service experience.  A dedicated relationship manager guides each firm through training, implementation, and ongoing support.

3

Continous Innovation

Technology is constantly evolving. With new features released on a monthly basis, so is Advyzon.  First and foremost, we listen to our clients about what is important to them.  Our team has decades of experience working directly with financial advisors and excels at taking feedback and monitoring current industry trends to produce an incredibly powerful application.

Client Reporting

Advyzon Client Reporting Screenshot
Bar Graph

Comprehensive, Flexible Data

Our Report Builder app allows you to customize report packages exactly how you want them with thousands of available report and data point combinations. Beyond the content controls, we’ve also allowed for you to visually customize reports by matching the colors, fonts and images of your brand.

Pie Chart

Run Reports Simply

Easily produce and distribute reports on an ongoing basis with our Reporting Center app. Schedule and run recurring report tasks for all clients at the same time, plus distribute to each client through your client portal or print en masse.

Credit Card

Efficient, Accurate Billing

Given that billing is the lifeline of your business, we recognize that it must get done efficiently, accurately, and without fail. With that in mind, we have designed a billing component that is flexible to set up and turn-key to use. All major methodologies such as flat, tiered, and performance based billing are supported with fee file creation for execution with all major custodians

Check Mark

Set it and Forget it

Advyzon’s approach to billing is set it and forget it. Advisors or Admin staff can access the platform and create and assign management fees. Additionally scheduled statement generation can be done, making your invoices available whenever you decide. After reviewing your fees through any of our various validation reports you can upload a preformatted fee file to any major custodian. From start to finish you are in control, eliminating any guesswork or errors in the process.

Billing

Advyzon Billing Screenshot

Billing

Advyzon Billing Screenshot
Credit Card

Efficient, Accurate Billing

Given that billing is the lifeline of your business, we recognize that it must get done efficiently, accurately, and without fail. With that in mind, we have designed a billing component that is flexible to set up and turn-key to use. All major methodologies such as flat, tiered, and performance based billing are supported with fee file creation for execution with all major custodians

Check Mark

Set it and Forget it

Advyzon’s approach to billing is set it and forget it. Advisors or Admin staff can access the platform and create and assign management fees. Additionally scheduled statement generation can be done, making your invoices available whenever you decide. After reviewing your fees through any of our various validation reports you can upload a preformatted fee file to any major custodian. From start to finish you are in control, eliminating any guesswork or errors in the process.

CRM

Advyzon CRM Screenshot
Email

Seamless Email Integration

Often described as the ideal scenario, Advyzon features deep integration with Microsoft Office 365 and Google G Suite, with seamless flow of email and calendar information, all the way down to your client record. This approach allows you to continue to use Outlook or the email/calendar tools of your choosing, but have all client communications visible - and archived – within Advyzon. It also archives all of your emails to meet your compliance requirements.

Gears

Flexible and Intuitive

Designed to surface important information without all the clicks, Advyzon’s CRM allows you to manage all points of contact with your clients and prospects, as well as within your firm. In addition to email, Notes, Activities, and Workflows, are all viewable within a single client record, making it simple to get fully up to speed at a glance.

Person with Check Mark

Instant Access

The Advyzon document management system gives you the ability to access client documents instantly. Much like email and calendar, everything is quickly available directly within the client record. Posting a document to the client portal on a one-off basis is a matter of two clicks.

Document

Store and Share

Ongoing client reports are automatically saved to the client record for easy future access. At the firm level, Advyzon provides the ability to store and share firm level documents within our cloud.

Document Management

Advyzon Document Management Screenshot

Document Management

Advyzon Document Management Screenshot
Person with Checkmark

Instant Access

The Advyzon document management system gives you the ability to access client documents instantly. Much like email and calendar, everything is quickly available directly within the client record. Posting a document to the client portal on a one-off basis is a matter of two clicks.

Document

Store and Share

Ongoing client reports are automatically saved to the client record for easy future access. At the firm level, Advyzon provides the ability to store and share firm level documents within our cloud.

Client Portal

Advyzon Client Portal Screenshot
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Unparalleled Client Collaboration

An incredibly robust and customized client portal ties all important information all together, giving you unparalleled ability to collaborate with your clients.

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Consistent Client Experience

The Advyzon client portal can be built to mirror existing reports, thus creating a consistent experience for your client, regardless of their touchpoint with their account data. Annual review, quarterly reporting, and client portal can consist of the same data in the same layout, giving your clients confidence that they know what they are looking at when they log in.

Performance Reporting

We’ve designed our reporting system to provide you with an experience that is truly second to none. Beyond dozens of prebuilt out-of-the-box reports, our aim has been to give users comprehensive and flexible access to their data. Want to recreate a specific report? In our Report Builder app, we’ve put the controls at your fingertips allowing you to customize report packages exactly how you want them with thousands of available report and data point combinations. Beyond the content controls, we’ve also allowed for you to visually customize reports by matching the colors, fonts and images of your brand. Needing to produce and distribute your reports on an ongoing basis? Utilize our Reporting Center app to schedule and run recurring report tasks for all clients at the same time, plus distribute to each client through your client portal or print en masse.

Have management strategies that you need the historical performance for? Our Composites app allows you to track the specific membership history of your managed accounts to produce performance calculations according to industry recommended accounting standards.

Need firm-level insights from your data? Take advantage of our Practice Reports menu, or easily construct Groups to get exactly what you need in just a few short moments.

Dashboard & Business Intelligence

Looking for ways to gain insights into how your practice operates? Through the Advyzon Dashboard & Business Intelligence views, firms can see key performance indicators like how AUM and Fees have trended as well as the ability to drill down and see top and bottom performing securities, accounts & clients. Over 30 components are at your disposal allowing you more transparency into your practice.

Technology

Access your information securely across multiple operating systems and mobile devices. Advyzon’s cloud based architecture means your data is available where and when you need it. Extend your technological advantage to your clients with an integrated white labeled client portal and document management system.

Data Integrity

Data integrity is paramount to any advisor technology platform. Our team imports and thoroughly reconciles your client transactional data each morning, with each exception we encounter we research and correct it to ensure accuracy. Advyzon supports a wide array of custodians and other data sources which allows you to create consolidated performance reports for your clients

Fixed Income Reporting

Our fixed income reporting is very comprehensive allowing you to report on all of your bonds, including mortgage backed securities. The heart of the system contains a flexible reporting engine which includes amortization & accretion reports.

Scalability

Advyzon is built to support your growth. Whether you have multiple teams, locations, and assistants or you're a solo practitioner, Advyzon has you covered. With a flexible administrator interface bringing on new advisors or acquiring new practices can seamlessly be integrated when needed.

Data Conversion

A key to a successful migration to new technology is a transactional database conversion. You don’t have to sacrifice any historical data. We support conversions from many of the existing providers.

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