Advyzon vs ClickUp (2026): Pricing, Features & Verdict
ClickUp is our pick, scoring 7.1/10 against 6.3/10 for Advyzon on our CRM criteria. Its biggest advantage: higher Customization score (9/10 vs 6/10). Only ClickUp has a free plan.
Last updated: November 2026
Advyzon
6.3/10
An all-in-one wealth management platform for RIAs and financial advisors that combines CRM with portfolio management, billing, reporting and a client portal.
ClickUp
7.1/10
ClickUp is a work management platform with tasks, docs, chat, automations, AI agents and a CRM layer for contacts, companies and deals, aimed at business teams.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 6.3/10 | 7.1/10 |
| Customization | 6/10 | 9/10 |
| Analytics | 8/10 | 7/10 |
| Integration | 7/10 | 8/10 |
| Support | 7/10 | 5/10 |
| Ease of Use | 6/10 | 5/10 |
| Security | 7/10 | 8/10 |
| Cost | 4/10 | 7/10 |
| Scalability | 7/10 | 7/10 |
| Pricing | ||
| Free plan | No | Yes |
| Cheapest paid plan | Contact for pricing | $12/user/mo Core |
| Estimated cost for 10 users | Contact for pricing | Free Free Forever |
| Features | ||
| Collaboration | ||
| Contact Management | ||
| Integrations | ||
| Mobile Access | ||
| Opportunity Management | ||
| Reporting & Analytics | ||
| Sales Automation | ||
| Lead Management | Not listed | |
Advyzon vs ClickUp cost by team size
| Team size | Advyzon | ClickUp |
|---|---|---|
| 1 user | Contact for pricing | FreeFree Forever |
| 5 users | Contact for pricing | FreeFree Forever |
| 10 users | Contact for pricing | FreeFree Forever |
| 25 users | Contact for pricing | FreeFree Forever |
| 50 users | Contact for pricing | FreeFree Forever |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Who Advyzon and ClickUp suit
ClickUp fits small business better than Advyzon.
| Audience | Advyzon | ClickUp |
|---|---|---|
| Small Business | 6/10Independent advisory practices can use it to consolidate their tech stack, but only if they work in wealth management. | 8/10The free plan includes unlimited members, and the Core plan costs less than many dedicated CRMs. |
| Enterprise | 6/10Its Enterprise Solutions serve banks and aggregators, including a Citi Wealth UMA program. | 6/10Enterprise adds SAML, SCIM, audit logs, data residency and HIPAA support, but the CRM is shallower than dedicated enterprise CRMs. |
| Agencies | Not rated | 8/10Agencies can track deals and then turn won deals into delivery projects in the same workspace, with white labeling available on Enterprise. |
| Consultancies | Not rated | 8/10Consultancies can keep pipelines, client docs, time tracking and project delivery in one tool. |
| Financial Services | 10/10Advyzon is purpose-built for RIAs and wealth firms, with custodian links, AUM billing and portfolio reporting. | Not rated |
| Freelancers | Not rated | 5/10The free plan is generous, but reviewers report a steep learning curve for a general team platform. |
| Healthcare | Not rated | 5/10Enterprise security options include HIPAA support with a BAA. |
| Mid-Market | Not rated | 7/10The Business plan adds advanced dashboards, Google SSO and 10K automations a month, though setup takes effort. |
| Operations Teams | Not rated | 7/10Custom fields, task types and automations let teams model most processes without code. |
| Remote Teams | Not rated | 7/10Tasks, docs, chat and dashboards in one workspace support distributed collaboration. |
| Sales Teams | Not rated | 5/10Deals and pipelines are covered, but reviewers report missing core CRM depth, and the CRM page does not confirm native calling or email sync. |
| Startups | Not rated | 8/10The free plan and low-cost Core plan let a startup run work and a simple pipeline without buying separate tools. |
Which One Should You Choose?
Why choose Advyzon
- Higher Support score (7/10 vs 5/10)
- Higher Analytics score (8/10 vs 7/10)
Why choose ClickUp
- Has a free plan (Advyzon does not)
- Higher Customization score (9/10 vs 6/10)
- Higher Cost score (7/10 vs 4/10)
- Better fit for small business (8/10 vs 6/10)
Pros & Cons
Advyzon
Pros
- Combines CRM, portfolio accounting, billing and client portal in one code base, so advisors do not need to stitch separate tools together
- Rated top all-in-one solution in the T3/Inside Information advisor software surveys, and #1 for CRM satisfaction in the 2025 Kitces AdvisorTech report
- Links to custodians, including Schwab Advisor Center and Fidelity Wealthscape, with document and alert syncing
- Archives emails and appointments for compliance, with document storage described as SEC Rule 17a-4(f) compliant
Cons
- No public pricing; third-party estimates of 150 to 250 dollars per advisor per month are high for a firm that only needs a CRM
- Built for U.S. advisers, so it fits poorly outside wealth management or outside the U.S.
- The Zapier integration offers actions and searches but no triggers
- Reviewers describe the advisor-side mobile experience as functional but limited
ClickUp
Pros
- Deals can become delivery projects in the same workspace, which suits agencies and consultancies that sell and deliver client work.
- The free plan allows unlimited members and unlimited tasks, so small teams can try the platform before paying.
- Custom fields, task types, many views and automations let teams model most pipelines and processes without code.
- Enterprise security options include SAML, SCIM, audit logs, data residency and HIPAA support with a BAA.
Cons
- It is not a dedicated CRM. Reviewers report needing Zapier automations for CRM workflows, and the CRM page does not confirm email sync or native calling.
- Reviewers report a steep learning curve and say new users need hours of training to become proficient.
- G2 and Capterra reviewers report bugs, slow performance and support replies that do not resolve problems.
- The late-2026 pricing change raised per-user list prices for new workspaces, and heavy AI use requires buying extra credits.
Not sold on either?
Frequently Asked Questions
ClickUp scores higher on our CRM criteria: 7.1/10 against 6.3/10 for Advyzon. The largest gap is in Cost: 4/10 for Advyzon and 7/10 for ClickUp.
ClickUp has a free plan; Advyzon does not list one.
ClickUp is the better fit for small business: we rate it 8/10 for them, against 6/10 for Advyzon.
