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Advyzon

By Advyzon

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

No Ratings
$25   USD/user/month
Business Need
Finance

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

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Essentials

App Details

Version
Advyzon/Advyzon1.25 1.25.0
Listed On
06/03/2022
Latest Release
06/03/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 14
Custom Apps: 1
Lightning Components
Global: 2
App Builder: 0
Community Builder: 0
Languages
English
Japanese
Simplified Chinese
Traditional Chinese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.25.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/03/2022

Additional Details

Advyzon offers the all-inclusive solution for your financial advisory business. It offers client management and reporting, billing, document management, portfolio management and client communication and portal, coupled with our best service. Advyzon is a true business partner helping growing and scaling your business profitably

Need help?

Advyzon

Support Phone(312)585-8392
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