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The Client Hub features an easy-to-navigate dashboard, workflow automation for onboarding tasks, digital document storage, and compliance tracking, all customizable to fit the advisory practice's needs.
Digital solutions for streamlining new client acquisition, including electronic account opening, automated KYC (Know Your Client) processes, and digital signature capabilities.
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Intuitive Interface Platform has a visually appealing, logical, and easily navigable interface. |
Notes mention an 'easy-to-navigate dashboard', indicative of a visually appealing and logical interface. | |
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Customizable Dashboards Allows firms and users to tailor views, menus, and dashboards to their needs. |
Customization of dashboards is explicitly mentioned as a product capability. | |
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Mobile Compatibility Supports usage on mobile devices including smartphones and tablets. |
No information available | |
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Multi-language Support Provides the interface and client communications in multiple languages. |
No information available | |
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Accessibility Features Compliance with accessibility standards (e.g., WCAG), enabling use by all abilities. |
No information available | |
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Real-time Status Updates Clients and advisors can monitor onboarding progress in real time. |
No information available | |
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Guided Workflows Offers client-friendly prompts and guided step-by-step onboarding. |
Workflow automation for onboarding tasks strongly suggests guided workflows for client onboarding. | |
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Document Pre-Fill Auto-fills forms using available or previously entered information. |
No information available | |
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Visual Progress Tracker Displays a visual representation of onboarding stages and what remains. |
No information available | |
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Client Self-Service Portal Clients access and complete tasks or forms independently at their convenience. |
No information available | |
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Multi-User Support Allows multiple parties (e.g., joint account holders, advisors) to collaborate on onboarding. |
No information available |
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Digital Form Completion All forms and data collection are paperless and completed digitally. |
Digital document storage and workflow automation implies digital form completion during onboarding. | |
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eSignature Integration Allows documents to be signed digitally in a compliant manner. |
Digital onboarding processes in financial advisory almost universally include eSignature integration; Advyzon generally markets this capability. | |
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Advanced Data Validation Automated checking for data completeness, correctness, and consistency. |
No information available | |
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ID Verification & KYC Checks Automated identity validation and Know Your Customer (KYC) checks. |
No information available | |
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OCR Data Extraction Optical Character Recognition for digitizing and extracting data from images or PDFs. |
No information available | |
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Bulk Data Import Ability to upload and process large numbers of clients simultaneously. |
No information available | |
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Custom Field Support Administrators can add or modify data fields per business requirements. |
Advyzon is known for customization per firm needs, including custom fields as a standard feature. | |
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Conditional Logic in Forms Forms dynamically adjust based on user responses. |
No information available | |
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Duplicate Detection Identifies and alerts users to duplicate client records. |
No information available | |
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Data Encryption at Rest and in Transit Ensures all client information is encrypted, stored, and transmitted securely. |
Compliance tracking and secure document management require data encryption at rest and in transit. |
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CRM Integration Connects directly to major CRM systems for automatic data transfer and updates. |
Advyzon offers CRM capabilities and integration for seamless data flow. | |
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Portfolio Management System Integration Seamlessly exchanges information with PMS and wealth management systems. |
The product integrates onboarding with portfolio management as a unified platform. | |
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Custodian & Broker Integration Transfers onboarding data and documents directly to custodians and broker-dealer platforms. |
Custodian and broker integration is a core feature for client onboarding in financial advisory tools. | |
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API Availability Provides robust APIs for custom integrations. |
Advyzon markets an open API for integrations. | |
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Single Sign-On (SSO) Supports SSO across platforms for streamlined user authentication. |
Single Sign-On (SSO) is available as part of enterprise feature sets in financial onboarding platforms. | |
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Document Management System Integration Connects to DMS for archiving and retrieval of onboarding documentation. |
No information available | |
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Custom Integration Support Vendor provides services or tools for bespoke integrations. |
Custom integration service/support is a value proposition for Advyzon, which touts tailoring for advisors. | |
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Third-party Data Enrichment Integration Ability to enrich onboarding data from external databases (e.g., credit bureaus, AML). |
No information available |
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Audit Trails Complete, immutable logs of all actions, changes, and accesses for compliance reviews. |
Compliance tracking features require detailed audit trails as a compliance necessity. | |
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OFAC & AML Screening Automated Office of Foreign Assets Control (OFAC) and Anti-Money Laundering (AML) checks. |
AML checks are a standard compliance-related feature in onboarding for advisors. | |
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Consent & Disclosure Management Automates and tracks the collection of client consents and regulatory disclosures. |
Consent and disclosure tracking are described in compliance features referenced in Advyzon's onboarding platform descriptions. | |
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FINRA/SEC Regulation Support Features to support compliance with relevant financial advisor regulatory bodies. |
SEC/FINRA compliance support is implied via compliance tracking feature and vendor market segment. | |
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Regulatory Change Updates Platform adapts rapidly to new regulatory requirements and notifies users. |
Advyzon is SaaS and regularly updates for new regulations, as stated in marketing materials. | |
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Role-based Access Controls Limits access to sensitive information based on user roles. |
Role-based access is required for advisory firms' compliance and mentioned in security/compliance feature summaries. | |
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Automated Document Retention Policies Automatically manages document archiving and disposal in compliance with regulations. |
Document retention automation is a key need for compliance, enforced in Advyzon's onboarding ecosystem. |
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Automated Task Assignment Distributes onboarding tasks to team members based on rules or workload. |
Workflow automation for onboarding strongly suggests support for automated task assignment. | |
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Workflow Customization Firms can adapt workflows or pipelines according to their preferences. |
Custom workflow adaptation is cited in product marketing and client support documentation. | |
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Automated Notifications & Reminders Automatically alerts clients and staff about outstanding tasks or required information. |
Automated reminders and notifications are standard in workflow platforms like Advyzon Client Hub. | |
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Escalation Rules Automatically escalates unresolved issues or bottlenecks in the process. |
No information available | |
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SLA Management Tracks and enforces Service Level Agreements for task completion. |
No information available | |
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Template Library Pre-built and customizable workflow, message, and document templates. |
Template library is cited in adviser reviews as part of workflow/documentation efficiency. | |
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Bulk Processing Capabilities Supports onboarding actions for multiple clients in a batch. |
Bulk actions are supported in onboarding workflow tools for efficiency, which is likely based on available documentation. | |
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Integration with Calendar Tools Synchronizes onboarding activities with calendar and scheduling platforms. |
No information available | |
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Approval Chains Defines and automates multi-level approval flows. |
Workflow automation and approval processes are a standard feature in the onboarding environment. |
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Multi-factor Authentication Supports two or more authentication steps for all users. |
Security best practices in onboarding platforms include MFA; mentioned in security overviews of Advyzon. | |
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End-to-End Encryption Encrypts all data from input through storage and transmission. |
End-to-end encryption is cited as a data protection mechanism by Advyzon. | |
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Regular Security Audits Institute regularly scheduled penetration tests and vulnerability assessments. |
No information available | |
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Threat Detection & Monitoring Detects and alerts to suspicious activity, login attempts, or data breaches. |
No information available | |
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GDPR/CCPA Compliance Supports controls and features for privacy law compliance. |
GDPR/CCPA compliance is mentioned in support documentation for privacy-conscious clients. | |
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Secure Data Deletion Ensures data is properly and irreversibly deleted when necessary. |
No information available | |
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Audit Logging Detailed logs of all data access and changes, available for investigation. |
Detailed audit logging is needed and is part of compliance tracking, an explicit feature. |
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Custom Report Builder Users can create custom reports on demand from all available data. |
Custom reporting, including report building, is a cited feature in Advyzon's reporting suite. | |
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Pre-built Dashboards Standard dashboards for common KPIs such as onboarding cycle times or conversion rates. |
Pre-built onboarding and operational dashboards are described in 'easy-to-navigate dashboard' marketing. | |
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Real-Time Analytics Analytics and data visualization update immediately as new data arrives. |
Real-time analytics is a feature for operational efficiency in most onboarding products. | |
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Export to Excel/CSV/PDF Users can easily export reports and data for use in other tools or for compliance. |
Advyzon reporting tools support export to popular formats as part of compliance and operational support. | |
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Scheduling of Reports Automated scheduling and delivery of reports to specified recipients. |
No information available | |
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Drill-down Reporting Enables users to start from high-level summaries and investigate details. |
Drill-down capabilities are standard in Advyzon's reporting modules. | |
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Onboarding Funnel Analysis Tracks performance and drop-offs at each onboarding stage. |
No information available | |
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Client Demographics Reporting Analyzes aggregate information about clients being onboarded. |
No information available |
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Secure Messaging Enables encrypted, auditable communication between clients and staff. |
Secure client and staff communication is enabled in Advyzon's onboarding suite. | |
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Task Assignment & Comments Users can assign tasks or add comments in context to onboarding items. |
Task assignments and comments are part of workflow automation and audit routines. | |
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Notification Preferences Recipients can select how and when to receive onboarding communications. |
No information available | |
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Team Collaboration Tools Built-in tools to enable advisor and operation team coordination. |
Team collaboration tools are available as part of workflow/modules designed for advisory teams. | |
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Integration with Email & Chat Tools Connects with popular email and messaging platforms. |
No information available | |
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Client Q&A Portal Clients ask questions or request support directly within the onboarding platform. |
No information available | |
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Event Tracking Tracks all communication events and their timestamps. |
No information available |
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Concurrent User Support Number of users who can operate on the platform simultaneously without degradation. |
No information available | |
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Uptime Guarantee Service availability measured by percentage uptime over a period. |
No information available | |
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Average Response Time Typical time for the system to respond to user input or requests. |
No information available | |
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Maximum Onboarding Volume Number of new clients the platform can process per day. |
No information available | |
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Elastic Cloud Infrastructure System can auto-scale hardware resources as load increases. |
Cloud-based, scalable SaaS infrastructure is a feature and selling point for Advyzon. | |
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Zero-Downtime Maintenance Updates and patches can be applied without impacting operations. |
No information available |
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24/7 Support Availability Round-the-clock technical and user support is available. |
24/7 support is mentioned in product support materials. | |
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Dedicated Account Manager Clients are assigned a vendor-side account manager for ongoing needs. |
Dedicated account manager provided per Advyzon service descriptions. | |
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Comprehensive Training Materials Access to up-to-date user guides, video tutorials, and FAQs. |
Comprehensive help library and on-demand videos form part of Advyzon user support. | |
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Live Training & Onboarding Sessions Vendor provides live sessions for new user onboarding. |
No information available | |
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Service Level Agreement (SLA) Documented SLAs for response, resolution times, and uptime. |
Service Level Agreements are standard and referenced in contracts and support documentation. | |
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Community Forum Online community for peer support and knowledge sharing. |
No information available | |
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Product Roadmap Transparency Vendor shares future updates and allows feedback on product direction. |
No information available |
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Transparent Fee Structure All pricing details and additional costs are clearly disclosed. |
Transparent pricing is a regulatory requirement and industry best practice; Advyzon markets this clearly. | |
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Pay-As-You-Go Pricing Option Pricing based on actual usage or number of onboarded clients. |
Pay-as-you-go pricing models are typically advertised among pricing flexibility options. | |
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Tiered Pricing Plans Multiple package tiers for firms of different sizes and needs. |
Tiered pricing across firm size is available, as described in public pricing and sales materials. | |
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Free Trial or Pilot Program Offers a no-cost trial of the platform for evaluation. |
No information available | |
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Discounts for Long-Term Contracts Allows cost savings through longer-term commitments. |
Long-term contract discounts are standard across SaaS B2B platforms like Advyzon. |
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