Wealth & Private Banking › Portfolio & Wealth Management › Rebalancing
Advyzon
Cloud platform combining portfolio management, rebalancing, reporting, CRM and client portals for advisors.
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Overview
Advyzon is a cloud-based technology platform for investment advisors that unifies portfolio management, performance reporting, CRM, client portals and business intelligence. Its portfolio management capabilities include rebalancing and trading, giving advisors a single command center for day-to-day operations.
By combining functions that often span multiple systems, Advyzon helps RIAs and wealth firms streamline workflows and maintain consistent data across the practice.
Key Features
- + Portfolio rebalancing and trading
- + Portfolio management and accounting
- + Flexible performance reporting
- + Integrated CRM
- + Client portals
- + Business intelligence dashboards
Integrations
Open APICustodians
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