Rating
Not rated yet
Reviews
No reviews yet
Pricing
Paid
From $25 per user per month
Listed since
2022

About Advyzon

All-in-one platform for financial advisors that's easy and fun to use

Advyzon offers the all-inclusive solution for your financial advisory business. It offers client management and reporting, billing, document management, portfolio management and client communication and portal, coupled with our best service. Advyzon is a true business partner helping growing and scaling your business profitably

Highlights

  • Fully customizable and professionally looking reporting
  • Flexible Billing
  • Full portfolio management including Advyzon Quantum Rebalancer

Screenshots

Advyzon screenshot 1

Image 1 of 7

Pricing

Paid, from $25 per user per month.

Advyzon plans
PlanPriceBilled
Default Plan$25 per userMonthly

Compatibility

Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on March 3, 2022
Languages
  • English
  • Japanese
  • Chinese (China)
  • Chinese (Taiwan)

More Finance apps

The most reviewed Finance apps on the AppExchange, to compare before you choose.

All app categories