Audience
Independent advisory firms, RIAs and wealth-management practices requiring a solution to manage portfolios, client relationships, reporting and operations in one platform
About Advyzon
Advyzon is an all-in-one cloud platform designed for wealth management and advisory firms that combines portfolio management, performance reporting, CRM, billing, document management, client portals, and business-intelligence dashboards into a unified system. The platform supports seamless integration with major custodians and daily-data feeds, offers a highly configurable CRM with email/calendar syncing and workflow automation, enables powerful and brand-customizable report generation and scheduled distribution, and provides secure client portals and mobile apps for client-advisor collaboration and document sharing. Additionally, Advyzon includes a rebalancing engine (“Quantum”) for trading and model management, built-in billing management for flat, tier, and performance fees, and a modular architecture that allows firms to enable additional features over time within the same database foundation.
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Integrations
No integrations listed.
Company Information
Advyzon
United States
www.advyzon.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online
Advyzon Frequently Asked Questions
Q: What kinds of users and organization types does Advyzon work with?
Advyzon works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Advyzon support in their product?
Advyzon supports these languages: English.
Q: What kind of support options does Advyzon offer?
Advyzon offers support via phone support and online.
Q: What type of training does Advyzon provide?
Advyzon provides training in the form of documentation, live online, webinars, in person, and videos.
