Advyzon
Financial Services
active
Chicago, USA
Community Ratings
Active Users
Former Users
Overall Rating
4.9
(3 ratings)Active: 3Former: 0
Features
2.0
(4 ratings)Active: 4Former: 0
Reliability
5.0
(3 ratings)Active: 3Former: 0
Performance
2.0
(4 ratings)Active: 4Former: 0
Security
2.0
(4 ratings)Active: 4Former: 0
Value for Money
2.0
(4 ratings)Active: 4Former: 0
Customer Service
1.9
(4 ratings)Active: 4Former: 0
Ease of Use
2.0
(4 ratings)Active: 4Former: 0
Integrations
2.1
(4 ratings)Active: 4Former: 0
Total Active Reviews: 3Total Former Reviews: 0
About Advyzon
Advyzon is a comprehensive, cloud-based platform designed for financial advisors to manage their practice, offering tools for portfolio management, client relationship management, and reporting.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Services
Key Features
Portfolio management
client relationship management
performance reporting
billing
document management
Pros
Comprehensive platform
user-friendly interface
excellent customer support
robust reporting features
Cons
Limited integrations
higher cost for small firms