Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
All-in-one portfolio management and CRM platform built for independent RIAs.
Description
Advyzon combines portfolio accounting and performance reporting with CRM and client portal capabilities in a single cloud-based platform with direct custodian connectivity.
Integrations
Advyzon has 23 integrations in our directory
Search below to find what you're looking for
- AdvisorPeak Level 3
- Apex Clearing Level 3
- Axos Advisor Services Level 3
- Blaze Portfolio Level 3
- ByAllAccounts Level 3
- Comply (RIAInABox) Level 3
- eMoney Advisor Level 3
- Fidelity Wealthscape Level 3
- G-Suite Level 1
- iRebal Level 1
- Jump Level 2
- Kwanti Level 4
- LaserApp Level 3
- MoneyGuide Level 3
- Nebo Wealth Level 2
- Nitrogen Wealth Level 3
- Office 365 Level 4
- Pershing NetX360 Level 3
- Pontera (FeeX) Level 4
- RightCapital Level 3
- Salesforce Level 3
- Schwab Advisor Center Level 5
- SSG Institutional Level 5
- TradePMR Level 1
Use the search above to find specific integrations
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APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth
Data refreshed live via API
No
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary
Developer sandbox URL
No
