Advyzon

Advyzon provides cloud-based platform technology solutions for independent financial advisors, offering integrated portfolio management, CRM, billing, and client reporting.

Is this your company?

Email: info@advyzon.com

Phone: +1 844-835-0906

Web: https://www.advyzon.com/

products

• Advyzon Compliance Suite
  Features include automated compliance checks, client documentation management, alerts for policy changes, and customizable compliance workflows.
  
• Advyzon Client Hub
  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.
  
• Advyzon Platform
  All-in-one wealth management platform with portfolio management, performance reporting, client portal, CRM, billing, and document management. Offers customizable reporting, secure client communications, and advisor-friendly workflows.
  
• Advyzon Financial Planning
  Goal-based planning, retirement analysis, income and expense projections, Monte Carlo simulations, interactive client portal, what-if scenarios, and integration with Advyzon's portfolio management system.