Advyzon
By AdvyzonFinance
- 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
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Pricing
Paid, from $25 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $25 per user | Monthly |
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)
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