Advyzon provides cloud-based platform technology solutions for independent financial advisors, offering integrated portfolio management, CRM, billing, and client reporting.
Email: info@advyzon.com
Phone: +1 844-835-0906
Advyzon Compliance Suite
Category: Advisor Supervision Systems
Features include automated compliance checks, client documentation management, alerts for policy changes, and customizable compliance workflows..
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Advyzon Client Hub
Category: Client Onboarding Platforms
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..
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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..
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Advyzon Financial Planning
Category: Financial Planning Software
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..
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