Product Description

About this Product

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Complete technology solution for running an advisory practice:

  • Turnkey and extensive custom reports and robust billing options
  • White labeled client web portal & mobile app
  • Seamlessly integrated CRM and partner integrations

About Advyzon

Advyzon is your complete technology solution that combines customizable performance reporting, flexible billing, robust client relationship management (CRM), white labeled client portal and mobile app, secure and compliant document storage, seamless prospecting and powerful business intelligence in a single, integrated platform. New growth tools encourage advisors to develop their brand and easily onboard new clients through prospect portal and digital account opening options. The Advyzon product is backed by white glove service and continues to be awarded with some of the highest user satisfaction ratings in the industry. We feel that technology should be simple to use, innovative and backed by exceptional client service, these are the core principles upon which Advyzon was founded.

Product Details

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Category

Billing, CRM, Integrated Platform, Portfolio Management, Reporting, Trading & Rebalancing, Website/Portal
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Integration Capabilities

API Integration, Daily Data Files, Single Sign On, Trading Integration
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Serving RIAs Since

2012
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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.