Advyzon | Comprehensive Advisor Technology for Established Firms

Testimonials | Advyzon
Hear from our clients why Advyzon is right for advisors.

Words from our Clients
Pacific Sage Partners
Staying balanced with Quantum
“When we started…I didn’t want to have to be moving data back and forth all the time. I wanted it all to just kind of work in one seamless solution…I would say it saves me a few hours a month, at least, when I don’t have to go and manually look at things to make sure they’re working. If there’s a problem [in a client account, Quantum] just tells me there’s a problem.”
– Colin Gray, CFP®, AIF®, Financial Advisor
Reinking Financial Advyzon testimonial
Reinking Financial Consulting
“[As an independent firm], you have to be ready to say, look, this is my five year growth. And this is how many clients I have. And all of that information now is produced daily for me automatically with Advyzon.”
- Ricardo Reinking, President, Reinking Financial Consulting
HCR Advyzon testimonial
BRINGING CLARITY TO FINANCIAL PLANNING
“We've developed a process called The Clarity Formula®which puts all the pieces of your financial puzzle together. It covers the ...”
- Alyssa Phillips, Chief Operating Officer
Beta Wealth Group Advyzon testimonial
BREAKAWAY STORY: Putting clients first
“I'm always quick to look at performance reports... They help me manage client expectations.”
- Jodi Vleck, Founder & CEO
Aspire Capital Advisor Advyzon testimonial
BREAKAWAY STORY: Technology was key
“More streamlined systems means more time to focus on relationships”
- Johnny Flavin, Founder & Managing Principal
Schaefer Advyzon testimonial
SCHAEFER FINANCIAL MANAGEMENT TESTIMONIAL
“Many of our client's we've had since the early 90s. We've walked them through all aspects of life, from having young children to put through college, to ...”
- Becky Aardal, CFP® Schaefer Financial Management
Schaefer Advyzon testimonial
CLEAR CREEK FINANCIAL MANAGEMENT TESTIMONIAL
“Advyzon helped make scaling possible ... You really should be looking at a group like Advyzon [versus competitors]. The cost of using those, and the hassle, is just so high versus the highly customizable, white label, all-in-one solution you can have with Advyzon.”
- Brian Deely, Co-Founder & Principal
Englebert Advyzon testimonial
ENGLEBERT FINANCIAL ADVISORS TESTIMONIAL
“Depending on what profession you're in, you might not run into financial advisors. Think what a police officer does all day. If they encounter a finding ...”
- Chris Englebert, Founding Partner
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
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
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
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
Video Testimonial