Viewpoints | Advyzon

Top 6 reporting mistakes to avoid

Reporting can seem intimidating. Use these simple tips and tricks as a reminder of what to avoid when creating your reports in order to optimize them for yourself and clients.
Written by Kelly Fitzpatrick, CFP®

5 tips for designing a great client portal

What clients are looking for in a portal, and how you can design one effectively (using screengrabs to help illustrate that Advyzon can make this easy, highlighting best practices vs sales)
Written by Advyzon Team

How (and why) to create a client survey

Step-by-step walk-through of best practices when it comes to handling client surveys. See how they can be helpful and why 2021 may be the perfect time to start using them.
Written by John Mackowiak

Billing & Reporting Checklist

Whether you bill quarterly or monthly, a smooth process can make a big difference. We put together a checklist to take you through billing and reporting, so you don’t have to worry if you’re forgetting anything.
Written by Advyzon Team