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Advyzon
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Advyzon offers an all-in-one technology platform for financial advisors and wealth management firms, combining CRM, portfolio management, trading, rebalancing, billing, reporting, and client portals in a single system. It also provides investment management (TAMP) services and enterprise solutions for larger firms.
Investors · 1
Related companies · 4
OrionOrion provides a digital investment portal that enables financial advisors and wealth management firms to access and deploy vetted strategist models for equities, fixed income, and alternatives across client portfolios at scale. The platform offers customization tools, research on strategists, and automated rebalancing capabilities while maintaining advisor control over investment decisions.
SmartAssetFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
AltruistAltruist is an AI-forward custodian and wealth platform for independent registered investment advisors, handling workflows from client onboarding to reporting on a single system. Founded in 2018, it operates as a broker-dealer with self-clearing capabilities and offers tools including AI-powered tax planning to help advisors run their firms.
Right CapitalRightCapital provides financial planning software used by financial advisors to build client plans, improve client engagement, and grow their practices. The platform serves financial advisory professionals in the financial planning software category.
Companies working in the same space as Advyzon.
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Frequently asked questions
- What does Advyzon do?
- Advyzon offers an all-in-one technology platform for financial advisors and wealth management firms, combining CRM, portfolio management, trading, rebalancing, billing, reporting, and client portals in a single system. It also provides investment management (TAMP) services and enterprise solutions for larger firms.
- Who are Advyzon's investors?
- Advyzon's investors include JMI Equity.