Testimonials | Advyzon
Hear from our clients why Advyzon is right for advisors.
Words from our Clients
Schaefer Advyzon testimonial
HOW ONE FIRM SUCCESSFULLY MOVED DECADES OF HISTORICAL DATA
“Advyzon was extremely collaborative during our conversion process, we were so happy to find a partner willing to make their software work for us instead of needing to change to fit the software.”
— Jeff Schaefer, Founder
Indepedent Advyzon testimonial
HOW ONE FIRM REDUCED TECH COST SIGNIFICANTLY WITH ADVYZON
“We are now able to run things on our own and not have to wait on others to get around to it.”
- Michael Zimmer, Chief Operating Officer
TFG Advyzon testimonial
HOW ONE FIRM UPGRADED LEGACY TECHNOLOGY PLATFORMS
“Advyzon migrated 15+ years of history for us without any issues that couldn’t be resolved quickly. The only thing I would’ve done differently is drop my legacy systems sooner!”
- George Barnhart, Owner/Managing Member
Messmer Advyzon testimonial
How a Solo Advisor Upgraded Technology for Efficiency
“I always recommend Advyzon. I wouldn’t be able to do what I do without them.”
- Christine Messmer, CFP®, Owner, Messmer Financial
Burford Brothers Advyzon testimonial
HOW ONE BREAKAWAY FOUND A COMPREHENSIVE TECHNOLOGY SOLUTION
“We don’t get blown away by staff very often but the Advyzon team has been super helpful. Especially as a new firm it’s important to get help when we need it.”
- Charlie Burford, Advisor, Burford Brothers
Aspire Capital Advisor Advyzon testimonial
HOW ONE BREAKAWAY FOUND THE CONFIDENCE TO GO INDEPENDENT
“Advyzon was a big part of our breakaway. With Advyzon, we gained the confidence we needed to become independent.”
- Johnny Flavin, Founder & CEO, Aspire Capital Advisors