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