Vendor
Advyzon
Advyzon offers a cloud-based platform for investment advisors that integrates portfolio management, performance reporting, client relationship management, and billing, helping to simplify and scale investment firm operations.
Sector footprint
One company, every side of the market
WealthThis site
Advyzon
Advyzon offers a cloud-based platform for investment advisors that integrates portfolio management, performance reporting, client relationship management, and billing, helping to simplify and scale investment firm operations.
Capability matrix
| Capability | Advyzon |
|---|---|
| Account Aggregation | ● |
| Advisory Fee Billing | ● |
| All-In-One Software | ● |
| CRM | ● |
| Document Management | ● |
| Portfolio Management | ● |
| Proposal Generation | ● |
| Trading / Rebalancing | ● |
| Workflow Management | ● |
Parent organization
Advyzon
Founded
2015
Scale
1 sector presence