Advyzon review

Advyzon is a wealth management platform first, and its CRM is one module of a system that also runs portfolio management, performance reporting, billing, rebalancing, secure documents and a client portal. That design is the reason to pick it. The CRM brings emails, meetings, notes, tasks, opportunities, planning details and portfolio information into one view, so an advisor preparing for a review sees holdings and service history together. Advyzon AI builds meeting briefs from recent activity and open items, flags client milestones, missing information and stalled opportunities, and turns meeting notes into tasks and workflow steps that staff review before running. Microsoft 365 and Google Workspace integrations keep email and calendars tied to the client record. The tradeoff is commitment: Advyzon makes the most sense when you also move reporting and billing onto it, and pricing is only available through a demo, so we could not verify a USD price.

Who it is for

RIAs that want CRM, performance reporting and billing on one platform instead of several integrated tools.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• CRM for relationships, tasks, opportunities, workflows and alerts
• Advyzon AI meeting preparation with summaries of recent activity
• Microsoft 365 and Google Workspace integrations
• Portfolio management, performance reporting, billing and rebalancing on the same platform
• Client portal, mobile app and secure document management

Strengths and weaknesses

• Strength: CRM and portfolio data live in one system
• Strength: AI uses the whole practice context for meeting prep
• Strength: Reduces the number of separate vendors
• Weakness: No public price list; pricing is through a demo
• Weakness: More platform than a firm needs if it only wants a CRM
• Weakness: Switching means moving reporting and billing too

Key facts

• Platform: CRM, portfolio management, reporting, billing, rebalancing, client portal
• Integrations: Microsoft 365 and Google Workspace
• Pricing: Quoted after a demo

Where it ranks

Advyzon is No. 3 in our Best CRM for Financial Advisors verdict.