Advisor Services

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Product Description

About this Product

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Advyzon includes most, if not all, of the technology needed by an advisory firm:
  • Portfolio Management - includes dozens of "out-of-the-box" reports, along with extensive custom reporting capability
  • CRM - a very flexible and intuitive CRM, with deep Office365/GSuite integration for seamless email & calendar sync
  • Billing - Robust billing supports all major methodologies and is mostly automated once implemented. 

About yHLSoft Inc.

Advyzon is an intuitive, cloud-based platform for investment advisors. By providing most, if not all, of the technology an advisory firm needs to run their business, we help advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service. Advyzon includes: *Customizable performance reporting *Flexible billing *Client relationship management (CRM) *Configurable client portals *Document storage *Business intelligence

Product Details

More info about us

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Category

CRM, Integrated Platform, Reporting, Billing, Website/Portal
Integrations Icon

Integration Capabilities

API Integration, Daily Data Files, Single Sign On
Serving Since Icon

Serving RIAs Since

2012
Discounts Icon

Discount for Schwab Clients?

Yes

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.