Companies / AdvisorTech / Planning Light / Performance Reporting / Trading/Rebalancing / Portfolio Management / Risk Tolerance / Client Meeting Support / Client Data Gathering / AI Assistants/Agents / Client Portal / CRM / Advisory Fee Billing / Document Management / TAMP

Advyzon

In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive technology platform. Our unified platform uses single source code to create a seamless user experience. Advyzon is a highly configurable platform that combines portfolio management, a model marketplace, client reporting, billing, rebalancing, CRM, document storage, and a client portal, plus complimentary investment management services, into a single command center, eliminating repetitive data entry, manual workflows, and friction-filled day-to-day experiences.

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Features

13 of 15 answered so far. Compare all CRM tools →

AI assistant · Ask questions, draft emails or summarize clients inside the CRM
✓ Yes · checked by Advicer
Meeting notetaker · Records, transcribes or summarizes client meetings
✓ Yes · checked by Advicer
Workflow automation · Build multi-step workflows that run on their own
✓ Yes · from their website (source)
Email & calendar sync · Two-way sync with Outlook or Gmail
✓ Yes · checked by Advicer
Texting · Text clients from the CRM, with archiving
✕ No · checked by Advicer
Client portal · Clients log in to see documents, tasks or their data
✓ Yes · from their website (source)
E-signature · Built in, not only through an integration
✕ No · checked by Advicer
Digital onboarding · New-client intake and account-opening workflows
✓ Yes · checked by Advicer
Households · Group clients into households and relationships
✓ Yes · checked by Advicer
Email marketing · Newsletters, drip campaigns or bulk email
✕ No · checked by Advicer
Compliance archiving · Keeps email and texts for books-and-records rules
✕ No · checked by Advicer
Mobile app · A native iOS or Android app
✓ Yes · from their website (source)
Open API · A documented API for other tools
Not known yet
MCP server · AI assistants like Claude and ChatGPT can use it
Not known yet
Built on Salesforce · Runs inside Salesforce
✕ No · checked by Advicer
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Integrations

Listed on the vendors' websites, and what advisors who use both say. How's your Advyzon ↔ ____ integration?

Wealth.comNot rated yet · listed on their sitePonteraNot rated yet · listed on their siteRightCapitalNot rated yet · listed on their siteTradePMRNot rated yet · listed on their siteETNANot rated yet · listed on their siteGRemindersNot rated yet · listed on their siteJumpNot rated yet · listed on their sitemiliNot rated yet · listed on their siteInteractive BrokersNot rated yet · listed on their siteStifelNot rated yet · listed on their site

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