Portfolio Management | Home Advyzon

A comprehensive platform with multiple tools to help RIAs run and scale their firms

BILLING

No matter how complex your firm’s fee structure is, Advyzon makes billing simple and reliable. Expect to spend less than an hour on billing each cycle once you have Advyzon set up.

CRM

Relationships are at the heart of what you do. Advyzon makes it easy to manage them, from your first conversation with a prospect through to annual tax planning with your oldest client. Full integration means you can access more information in fewer clicks.

QUANTUM REBALANCER

Use Quantum to rebalance your client portfolios and place trades directly from Advyzon. Build models around security targets or use a multi-level asset class approach—or group these together as a model of models. You can choose from eight different rebalancing strategies, as well as take the tactical approach with our security swap or trade to target modes.

CLIENT PORTAL & MOBILE APP

Create an excellent client experience from start to finish with our portal and app. Customize how your clients view performance data, share documents, receive messages, and more.

SECURE DOCUMENT MANAGEMENT

Can you still call it paperwork if there isn’t any paper or very much work? Store and share important documents with clients using Advyzon’s compliance-friendly management system.

AIM

Advyzon Investment Management (AIM) streamlines the way you handle client assets—keep control over important decisions, lose the stress of managing investments. Because AIM is fully integrated with the Advyzon platform, users don’t have to worry about complex integrations on the back end. AIM currently offers our Turnkey Asset Management Program and the ability to outsource trading and rebalancing functions to AIM’s professional trading team.

GROWTH SUITE

Our growth suite makes prospecting and onboarding a breeze. Add new advisors and let them customize their own settings. Plus update your reporting to reflect a client, an advisor’s book of business, or the entire firm… all with minimal hassle.

PORTFOLIO MANAGEMENT & CLIENT REPORTING

Advyzon’s reporting system lets you showcase performance in a way that makes sense to your clients. Access current or historical data, then turn it into beautiful charts. Use one of our professionally designed templates or create something custom that reflects your brand.

Advyzon has the clear ability to revolutionize the financial services industry and level the playing field for all.

Reports are clean and my clients like them better than any I previously used. It has one of the most robust portfolio reporting systems I have ever run into.

Advyzon does a lot of things really well: the billing process, reporting, continued feature enhancement, communication of product changes, service and support.

Advyzon is very quick and easy to navigate. The seamless integration with G Suite and the ability to customize various preferences and settings is amazing. Our clients also love the portal.

Advyzon is great about implementing and listening to customer feedback, as well as documenting the improvements they make in the support portal. They also give the advisor lots of options to change and customize the software to meet individual needs.

Advyzon is a great product that continues to improve with very knowledgeable and helpful support.

Advyzon was the best to work with by far on preserving the full functionality of our client data and data history during our conversion.

Advyzon is very quick to make changes when requested, and they staff is incredibly dedicated to making the CRM the best out there.

Development Milestones

2021
2020
2019
2018
2017
2016
2015
2014
2013
2012

2021

1,000 client milestone is reached!

Report Builder 2.0 is built from the ground up to enhance aesthetics, add new capabilities, and lend to ease of use. As always, user feedback played a key role in its success. Quantum Rebalancer® Rebalancing beta testing begins and carries through the balance of the year. Adding to the external recognition, Advyzon makes the Inc. 5000 list of “America’s Fastest Growing Companies”. Advyzon wins 4th straight highest client satisfaction rating in All-in-One Platform in T3’s Annual Software Survey and makes the “Best Places to work in Fintech” list for the 3rd straight year.

2020

Advyzon Highest User Satisfaction T3 Technology Survey Three Years Running

The next level

Not only did Advyzon grow in 2020, we created a new focus on helping our advisors grow. Advyzon Growth Suite put different tools intended to help advisors expand their firms into one place. We also added new compliance features to our document storage and partnered with Advisor Peak to give clients access to their rebalancing technology.

2019

The milestone

Just five years after going live, Advyzon hits 500 clients. And they’re satisfied clients, too. We won top marks for All-in-One Platform in the T3 survey. Perhaps it was due to the launch of Advyzon 2, which overhauled our design and gave advisors access to customizable dashboards. We also launched partnerships with Charles Schwab and Riskalyze. It’s no surprise that with all this action we were named one of the best places to work in fintech by T3.

2018

The award

Advyzon wins a prestigious T3 award for the first time. In fact, we won in two categories: All-in-One Platform and Portfolio Management. We didn’t let the wins go to our heads, though, and continued to make the product better. We enhanced our reporting capabilities by adding new tools and GIPS compliance, and we added integrations with Right Capital and Fi360.

2017

The dashboard

We doubled down on the advisor experience in 2017, launching our first professionally designed website as well as the Advisor Dashboard for clients. Advisors gained new insights into their practices via business intelligence and performance widgets. We also launched our first planning integration with MoneyGuidePro and partnered with Kwanti on portfolio models and analytics.

2016

The office

Advyzon opens its first brick and mortar office in the heart of Chicago. 2016 was about more than just real estate, though. We announced an integration with Laser App, and Bob Veres shared a comprehensive review of our technology with advisors, calling us a “true all-in-one platform.”

2015

The growth

Advyzon switches into growth mode via key partnerships and key hires. Not only did we integrate with Office365 to give advisors a seamless (and revolutionary) experience syncing email, we won TD Ameritrade’s Veo Newcomer of the Year award.

2014

The launch

Advyzon intentionally went live under the radar, focusing more on clients and onboarding than media fanfare. Still, we didn’t go unnoticed. Advyzon sponsored its first conference and respected industry insider Joel Bruckenstein penned the first review of the technology calling it a rare success story.

2013

The foundation

Advyzon launches beta testing with a select group of firms. From the beginning, Advyzon focused on quality, making sure everything worked powerfully before taking the technology to market.

2012

The start

Hailin Li taps a small group of developers from his past teams to start yHLSoft, Inc — which will go on to become Advyzon. Hailin’s vision was simple: Develop a truly all-in-one platform for advisors that could grow along with them and keep them ahead of the curve.