Integrations | Advyzon
Advyzon is built with powerful integrations to create a streamlined experience for every advisor. Each integration is built by Advyzon’s developers to create a seamless experience and minimize friction in your day. All integrations are done with carefully selected partners which keeps the Advyzon platform clean and with minimized walls between partners. Our integration process means advisors are not hindered by bulky and partial connections.
Custodian
Charles Schwab
Single Sign-On to Schwab Advisor Center
Our integration with Charles Schwab allows advisors using this custodian to view account alerts, digitally open accounts, generate and submit fee files, view research and sync custodial documents such as tax forms and monthly statements.
Custodian
TD Ameritrade
Single sign-on to TD Ameritrade’s Veo One platform.
Our TD Ameritrade integration allows for a single sign on for advisors using TD Ameritrade as their custodian. They will have the ability to digitally open accounts, view account alerts, submit fee files, and sync custodial documents such as tax forms and monthly statements. Many Advyzon modules are also available within Veo One.
Custodian
Fidelity InstitutionalSM
Single Sign-On to Fidelity Wealthscape
Our integration with Fidelity InstitutionalSM allows advisors using this custodian to view account alerts, digitally open accounts, and sync custodial documents such as tax forms.
Custodian
BNY Mellon | Pershing
Bi-Directional Single Sign-On to NetX360®
Our integration with Pershing allows advisors using this custodian to view account alerts, digitally open accounts, and sync custodial documents such as tax forms and monthly statements.
Custodian
Shareholders Service Group (SSG)
Single Sign-On to NetX360®
In addition to full account data files, our integration with SSG allows advisors using this custodian to view account details, alerts, and sync custodial documents such as tax forms and monthly statements.
Other
G-Suite
Single Sign In
Automatic data sync
Calendar and mail automatically sync with the Advyzon CRM system to store client communications, meetings, and tasks.
Other
Office 365
Single Sign In
Automatic data sync
Calendar and mail automatically sync with the Advyzon CRM system to store client communications, meetings, and tasks.
Risk
Riskalyze
Your Advyzon account and Riskalyze can be integrated, allowing you to push client account data into Riskalyze, seamlessly single sign-on to view clients in Riskalyze, and automatically pull the client’s portfolio Risk Numbers into Advyzon to streamline your workflow.
Aggregation
ByAllAccounts
Data syncs from ByAllAccounts as available from financial institutions
Data from ByAllAccounts is available in Advyzon reports, advisor dashboards, and client web portals to show off a more complete view of wealth and net worth.
Aggregation
OnRamp Invest
Your Advyzon account and OnRamp Invest can be integrated, allowing you to view your clients’ digital assets (like $BTC) within the Advyzon platform. Seamlessly sign-on to view clients in OnRamp and buy or sell digital assets. Bill on, report on, and monitor digital assets within the Advyzon dashboards to manage your clients’ comprehensive wealth in one place.
Planning
Money Guide Pro
Advyzon’s integration with Money Guide Pro sends data directly from Advyzon through API access.
Planning
Right Capital
Advyzon’s integration with Right Capital sends data directly from Advyzon through API access.
Rebalancing
Advisor Peak
Data automatically flows from Advyzon to Advisor Peak so that advisors can increase workflow efficiency of trading and rebalancing.
Research & Analytics
Fi360
Advyzon’s integration with Fi360 sends data directly from Advyzon through API access.
Research & Analytics
Kwanti
Advyzon’s integration with Kwanti sends data directly from Advyzon through API access
Other
Laser App
Advyzon’s Laser App integration sends data from Advyzon directly to Laser App, enabling you to populate a household’s details into Laser App for easier document preparation.
Other
Twitter
The Advyzon Twitter integration enables your Twitter feed to display directly within your client web portal. Enable this integration one time and leave it to reach your clients in new ways.
Other
Jive
Sign-on method
Data sync frequency
Report/dashboard integration
Aggregation
Pontera
Data syncs from Pontera as available from financial institutions, including 401ks, 403(b)s and other held away accounts. Data from Pontera is available in Advyzon reports, advisor dashboards and client web portals to show off a more complete view of wealth and net worth.
Planning
eMoney
Advyzon supports single sign on integration with the eMoney platform and vice versa.
Custodian
Interactive Brokers
Our integration with Interactive Brokers allows us to pull in daily activity for presenting data in Advyzon reports, advisor dashboards and client web portals.
CRM
Salesforce
Two-way sync of clients, accounts, and contacts between Salesforce and Advyzon. Ability to access Advyzon portfolio management capabilities natively from within Salesforce.
The integrations displayed on our website are a mere handful of our total integration offering and is not indicative of our complete list. Please reach out to us here if you have any questions.