Resource Spotlight: Advyzon

Advyzon discusses how the right client and portfolio management platform may improve your efficiency and allow you to spend more time with clients.

In today’s ever-evolving world of financial technology, you may find it difficult to choose the right solution to run a practice. The wide array of possibilities may be confusing and result in a decision you might regret. Some of the technology is so complicated to use that advisors are spending more time with their technology than with their clients. Others are what people might call “outdated” or “legacy” systems that haven’t changed much since the 90s. And some lack or have limited integration, which can cause inefficiencies in an advisor’s practice.

The right answer for you may be a single, integrated system – an inclusive, scalable, cloud-based platform that includes client relationship management (CRM), portfolio management, customized, branded performance reporting and client portals, investment planning and business intelligence. This kind of platform can free you from the need to manage multiple technology solutions and allow you to concentrate on growing your business efficiently.

Advyzon’s Integrated Platform

Advyzon was founded in 2012 with the goal of developing an integrated platform allowing advisors to easily manage and report on their clients’ portfolios. Advisors can choose from a library of standard reports or they can create their own customized reports through Advyzon’s built-in Report Builder tool. The batch reporting functionality and integrated Client Web Portal can help advisors streamline the client reporting and billing process.

Advyzon’s goal-based investment planning tools are designed using the CFP® Board’s six-step planning process. The Efficient Frontier tool allows advisors to find a new target allocation based on their clients’ risk tolerances. A balance sheet and Monte Carlo simulation can indicate whether clients are on track to meet their goals.

Explore the Scottrade® Strategic Resource Center to connect with Advyzon and other organizations that specialize in technology, compliance, research, education and marketing. Many of these resources offer discounts to advisors who custody assets with Scottrade. (Scottrade provides this resource for informational purposes and does not specifically endorse any of the businesses within the directory. Scottrade also does not pass judgement as to whether those services are appropriate for specific business needs. Be advised this is not a full and comprehensive list of businesses that offer these types of products or services and that advisors are responsible for doing adequate research before making any purchases.)

Scottrade and Advyzon are not affiliated. Advyzon’s website contains information that may be of interest or use to the reader. Third-party websites, research and tools are from sources deemed reliable; however, Scottrade does not guarantee accuracy, completeness or timeliness of the information, is not responsible for statements, offers or products issued and makes no assurances with respect to the results to be obtained from their use. No information presented constitutes a recommendation by Scottrade or its affiliates to purchase any product or instrument discussed therein or engage in any specific strategy. Please research any product or service carefully before purchase.


The content provided is for informational and/or educational purposes only. The information presented or discussed is not, and should not be considered, a recommendation or an offer of, or solicitation of an offer by, Scottrade or its affiliates to buy, sell or hold any security or other financial product, or an endorsement or affirmation of any specific investment strategy. You are fully responsible for your investment decisions. Your choice to engage in a particular investment or investment strategy should be based solely on your own research and evaluation of the risks involved, your financial circumstances, and your investment objectives. Scottrade, Inc. and its affiliates are not offering or providing, and will not offer or provide, any advice, opinion or recommendation of the suitability, value or profitability of any particular investment or investment strategy.