John Mackowiak, Chief Revenue Officer of Advyzon, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss advisors’ technology needs.
Advyzon integrates portfolio management and client reporting, billing, a CRM, SEC-compliant document management, a growth suite, and client portal and mobile app functionality into a single technology platform. Rather than building a fragmented tech stack, advisors may find it more efficient to procure all business technology in a single platform. This single platform allows advisors to have a streamlined learning curve and one tech support team that can assist with any questions.
Advisors can use Advyzon’s CRM or integrate the platform with Salesforce. Similarly, advisors can continue their portfolio management process or use the functionality of the included turnkey asset management program (TAMP). A model marketplace for separately managed accounts (SMAs) and unified managed accounts (UMAs) is also included. Advyzon Institutional focuses on the more complex needs of higher-net-worth clients.
Advyzon’s platform can be useful for seasoned advisory firms and newly established and breakaway firms. For advisors that acquire new firms or teams, Advyzon’s onboarding team assists with integrating the operations of the newly added team to make the transition as smooth as possible.
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