Advyzon

Advyzon is a cloud platform for independent registered investment advisers, broker-dealers and other wealth firms. Its CRM is built into the same code base as portfolio management, performance reporting, trading and rebalancing, fee billing, document storage and a white-labeled client portal and mobile app. Inside the CRM, each client record shows the relationship, its tasks, opportunities, workflows, alerts and communications. Email and calendar sync with Microsoft 365 and Google Workspace, and the platform archives emails and appointments for compliance. Advyzon AI can turn meeting notes and requests into tasks and workflow steps, which the user approves before they run. The platform links to custodians, including single sign-on to Schwab Advisor Center and Fidelity Wealthscape. On Zapier it can create and find clients, contacts, prospects, notes, opportunities and tasks, but it offers no triggers. Advyzon does not publish prices. Third-party guides estimate roughly 150 to 250 dollars per advisor per month, and a competitor's comparison describes annual pricing tiered by the number of client accounts. Treat these figures as estimates and get a quote. Advyzon suits RIAs that want to replace several separate tools with one system, and it has won all-in-one and CRM awards in industry surveys from T3/Inside Information and Kitces. Its main limitation is how narrow it is. It is built for U.S. investment advisers, so firms that only need a general sales CRM, or that operate outside the U.S., will pay for wealth management features they will not use. Reviewers also describe the advisor-side mobile experience as limited.