Technology Showcase: Advyzon
Main
10/20/2023
10:35 AM - 10:50 AM
Clifton
Advyzon is a comprehensive tech platform with multiple tools to help RIAs run and scale their firms. We provide eight completely customizable capabilities with powerful business intelligence including: performance reporting, billing, CRM, trading & rebalancing, client portal and mobile app, secure and compliant document storage, investment management (TAMP), and seamless prospecting. Do this all in a single, integrated platform.