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The Technology Hub of your Practice

Advyzon is an intuitive, cloud-based platform for investment advisors. By providing most, if not all, of the technology an advisory firm needs to run their business, we help advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service.

Customizable performance reporting

Flexible billing

Client relationship management (CRM)

Configurable client portals

Document storage

Business intelligence

Run your investment advisory firm more efficiently.

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Client Reporting

Our reporting system is designed to provide an experience that is truly second to none. Beyond dozens of prebuilt out-of-the-box reports, users have comprehensive and flexible access to data.

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Billing

Advyzon's billing component is flexible to setup and turn-key to use. Given that billing is the lifeline of your business, we recognize that it must get done efficiently, accurately, and without fail.

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CRM

Advyzon includes a very flexible and intuitive CRM, designed to surface important information without all the clicks. Manage all points of contact with your clients and prospects as well as within your firm.

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Document Management

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.

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Client Portal

The Advyzon client portal is incredibly robust and customized, giving you unparalleled ability to collaborate with your clients and creating a consistent client experience.

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Advyzon Performance Reporting
Performance Reporting
Advyzon Dashboard and Business Intelligence
Dashboard & Business Intelligence
Advyzon Technology
Technology
Advyzon Data Integrity
Data Integrity
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.

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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.

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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.

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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.

Request A Demo
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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.

Request A Demo

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.

Request A Demo

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.

Request A Demo

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.

Request A Demo

Words From Our Clients

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The way I see things, Advyzon has the clear ability to revolutionize the financial services industry and level the playing field for all. Learn More >

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Advyzon was by far the best to work with on preserving full functionality of data and data history in the conversion.Learn More >

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It has one of the most robust portfolio reporting systems I have ever run into. Reports are clean and my clients like them better than any I previously used.Learn More >

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