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Advyzon

By Advyzon

All-in-one platform for financial advisors that's easy and fun to use

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$25 USD/user/month

Pricing Details

Business Need: Finance

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Advyzon is the all-in-one platform for financial advisors by integrating seamlessly with Salesforce helping you grow your business profitably, ranging from Salesforce CRM, billing, client reporting to portfolio management with the best user experience

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Highlights

Fully customizable and professionally looking reporting

Flexible Billing

Full portfolio management including Advyzon Quantum Rebalancer

Provider Details

Advyzon

Pricing Details

Default Plan

$25 USD/user/month