“[As an independent firm], you have to be ready to say, look, this is my five year growth. And this is how many clients I have. And all of that information now is produced daily for me automatically with Advyzon.”

- Alyssa Phillips, Chief Operating Officer

“I'm always quick to look at performance reports... They help me manage client expectations.”

“More streamlined systems means more time to focus on relationships”

“Many of our client's we've had since the early 90s. We've walked them through all aspects of life, from having young children to put through college, to ...”

“Advyzon helped make scaling possible ... You really should be looking at a group like Advyzon [versus competitors]. The cost of using those, and the hassle, is just so high versus the highly customizable, white label, all-in-one solution you can have with Advyzon.”

“Depending on what profession you're in, you might not run into financial advisors. Think what a police officer does all day. If they encounter a finding ...”

“I always recommend Advyzon. I wouldn’t be able to do what I do without them.”

“Advyzon migrated 15+ years of history for us without any issues that couldn’t be resolved quickly. The only thing I would’ve done differently is drop my legacy systems sooner!”

“We are now able to run things on our own and not have to wait on others to get around to it.”

“We don’t get blown away by staff very often but the Advyzon team has been super helpful. Especially as a new firm it’s important to get help when we need it.”