Advyzon’s comprehensive suite of tools includes:
Take this opportunity to make your own decisions about how you want to run your practice. With Advyzon, you have options to customize the look, feel, and functionality of your technology at no extra cost. From our white labeled client portal and reporting, to our tailor-made client onboarding, Advyzon gives you all of the tools you need to catalyze your practice growth. Onboarding with our client service team is simple and our white glove approach ensures that learning your technology does not impede your growth.
As you make your decisions about technology for your new practice
Consider Some of These Key Questions to Evaluate Partners:
What clients say about Advyzon
Advyzon has the clear ability to revolutionize the financial services industry and level the playing field for all.
Reports are clean and my clients like them better than any I previously used. It has one of the most robust portfolio reporting systems I have ever run into.
Advyzon does a lot of things really well: the billing process, reporting, continued feature enhancement, communication of product changes, service and support.
Advyzon is very quick and easy to navigate. The seamless integration with G Suite and the ability to customize various preferences and settings is amazing. Our clients also love the portal.
Advyzon is great about implementing and listening to customer feedback, as well as documenting the improvements they make in the support portal. They also give the advisor lots of options to change and customize the software to meet individual needs.
Advyzon is a great product that continues to improve with very knowledgeable and helpful support.
Advyzon was the best to work with by far on preserving the full functionality of our client data and data history during our conversion.
Advyzon is very quick to make changes when requested, and they staff is incredibly dedicated to making the CRM the best out there.
What Clients are Saying about Advyzon
Advyzon does a lot of things really well, in particular the billing process, reporting,
continued feature enhancement, communication of product changes, service and support.
Advyzon is very quick and easy to navigate. The seamless integration with G Suite and the
ability to customize various preferences and settings is amazing. Our clients also love the
portal.
Advyzon is great about implementing and listening to customer feedback as well as documenting
changes in the support portal. They also give the advisor lots of options to change and
customize the software to meet individual needs.
Advyzon is a great product that continues to improve with very knowledgeable and helpful
support.
The way I see things, Advyzon has the clear ability to revolutionize the financial
services industry
and level the playing field for all.
Advyzon was by far the best to work with on preserving full functionality of data
and data history in
the conversion.
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.
The staff of Advyzon is very quick to make changes when requested and incredibly
dedicated to making
the CRM the best out there.
Development Milestones
2023
The model marketplace
Advyzon announces Nucleus Model Marketplace, Advyzon Investment Management’s UMA/SMA multi-manager platform that combines third party strategists and proprietary built portfolios for sleeve trading and reporting. In addition, new asset managers join the AIM platform, surpassing 20 asset managers and 150 strategies. In external recognition, Advyzon makes the Inc. 5000 list of “America’s Fastest Growing Companies” for the third year in a row, earns the highest client satisfaction rating for the sixth year in a row in the All-in-One Platform category in T3’s Annual Software Survey, is named a Wealthies finalist in two categories, is named a ThinkAdvisor Luminaries finalist, and earns high praise in the Kitces Technology Report. Advyzon also releases our third annual Billing and Fee Study and second annual Asset Allocation Study to much industry recognition.
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