Advyzon
All-in-one adviser platform for reporting, billing, CRM and rebalancing.
advyzon.comAdvyzon offers portfolio management and reporting, billing, CRM, document storage, rebalancing, planning and a client portal. Its Advyzon Investment Management arm adds a model marketplace, outsourced CIO services and a personalized index engine.
The company says Citi Wealth selected its enterprise product and investment arm for a unified managed account program. A third-party directory lists a 2012 founding in Chicago.
What it does
- Performance reporting
- Billing
- CRM
- Rebalancing
- Client portal
- Model marketplace
Named by others in this directory
Coverage
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