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Advyzon Login

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Mar 23, 22 (Updated: Sep 26, 22)

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1. Advyzon.com
Populist 2 years ago

Portfolio Management | Home Advyzon

https://www.advyzon.com/

Advyzon is a comprehensive technology platform for financial advisors of all sizes. Offering billing, CRM, reporting, portfolio management, secure document ...

Social Handles

Advyzon.com Official Pages

2 - Advyzon
Contact
About
Features

Page Status Information

Checked At HTTP Status Code Connect Time (ms) Result
2024-04-18 21:00:54 200 261 Page Active
2024-04-11 13:21:55 200 131 Page Active
2024-04-07 13:22:15 200 260 Page Active
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2. Yhlsoft.com
Curious Dubai - United Arab Emirates 2 years ago

Advyzon

https://main.yhlsoft.com/auth/users/sign_in

Welcome. Remember me. Forgot password? Contact us. © 2022 yHLsoft, Inc.

1
0
Disciplined 2 years ago

Advyzon

https://main.yhlsoft.com/webportal

Welcome. Remember me. Forgot password? © 2022 yHLsoft, Inc.

5
1
3. Schwab.com
Curious Newcastle upon Tyne, United Kingdom 2 years ago

Advyzon - Advisor Services - Charles Schwab

https://advisorservices.schwab.com/provider-solutions/Advyzon

Are you a client? Log in using your Schwab Advisor Center credentials to find contact information for your Service and Sales Professionals. ... Going Independent?

3
0
4. Wealthmanagement.com
Legendary New Zealand 2 years ago

Advyzon Adds Integration for Managing Held-Away Assets

https://www.wealthmanagement.com/technology/advyzon-adds-integration-m...

Account aggregation and trading platform FeeX is integrating with wealthtech provider Advyzon to facilitate advisors' management of ...

7
1
5. Tritoninvestments.net
Refiner Manchester, UK 2 years ago

Client Login - Triton Investments

https://www.tritoninvestments.net/take-action

Advyzon is a service that Triton Investments provides clients to view accounts and submit documents securely. If you wish to see your monthly TD Ameritrade ...

5
1
6. Meridianwealthllc.com
Explainer Erfurt, Germany 2 years ago

CLIENT LOGIN - Meridian Wealth Management, LLC

https://www.meridianwealthllc.com/client-login

Technology is constantly evolving. With new features released on a monthly basis, so is Advyzon. Stay connected to your financial life, anytime, anywhere with ...

2
0
7. Profinancialmgmt.com
Announcer Dallas, TX 2 years ago

Bozeman, MT | Client Login - Professional Financial ...

https://profinancialmgmt.com/client-login

MoneyGuidePro Login. Advyzon Bozeman, MT Professional Financial Management, Inc. Advyzon Login. Have a Question About One of Your Accounts? We can help.

3
0
8. Junkinv.com
Organizer Seattle, WA 1 year ago

Client Login | The Junk Investment Group Financial Advisor

https://www.junkinv.com/client-login/

ADVYZON LOGIN. IMPORTANT NOTICE You are now leaving The Junk Investment Group Website and will be entering the website of a third-party financial ...

4
1
9. Beaconfinancialplanning.com
Reviewer 1 year ago

Client Login | Beacon Financial Planning

https://www.beaconfinancialplanning.com/client-login

Login to your Advyzon Client Web Portal for access to the following: Portfolio Performance Reports; BFPCC Quarterly Invoices; Balances, accounts & investments ...

7
0
10. Treecityadvisors.com
Reviewer Pakistan Monument Road, Islamabad, Islamabad Capital Territory, Pakistan 1 year ago

Client Login - Tree City Advisors

https://www.treecityadvisors.com/client-login

You will be redirected to Tree City's Client Portal at Advyzon. . Tree City Advisors, LLC. | An SEC Financial Advisory Firm. ©2020 Tree City Advisors.

3
0
11. Entruity.com
Refiner Dhaka, Dhaka Division, Bangladesh 1 year ago

Entruity Wealth

https://entruity.com/client-login

Our state-of-the-art client portal, Advyzon, serves as an online extension of our ... Please contact us for information on how to log in to the new portal.

4
1
12. Rightcapital.com
Announcer Singapore 1 year ago

Integration: Advyzon - Help Center - Financial Planning Software

https://help.rightcapital.com/article/207-advyzon/

How to set up your Advyzon integration. To connect your RightCapital account with Advyzon, you will need to: 1. Log in your Advyzon account.

0
0
13. Trusttreefinancial.com
Scholar Perth Western Australia, Australia 1 year ago

advyzon logo - TrustTree Financial

https://trusttreefinancial.com/client-login/advyzon-logo/

Why Us? About · Blog · Resources · Contact · Client Login · Privacy Policy. Check the background of this investment professional on FINRA's BrokerCheck.

2
1
14. Thewealthmosaic.com
Critic Seattle, WA, United States 1 year ago

Advyzon - The Wealth Mosaic

https://www.thewealthmosaic.com/vendors/yhlsoft/

Website Address. www.advyzon.com. Connect with Advyzon ... Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based.

6
1
15. Businesswire.com
Outspoken 1 year ago

FeeX and Advyzon Announce Integration to Help Advisors ...

https://www.businesswire.com/news/home/20211007005747/en/FeeX-and-Advy...

Advyzon is a complete technology solution that combines customizable performance reporting, flexible billing, client relationship management ( ...

4
1
16. Lanegenerational.com
Refiner Cochín, Kerala, India 1 year ago

Client Portals - Lane Generational

https://lanegenerational.com/client-login

Logo for Lane Generational. About · Process · Philosophy · Team · Insights · Connect · Client Login. Client Portals. LG Advyzon Portal ...

5
0
17. Strongtowerwealth.com
Announcer Bristol, United Kingdom 1 year ago

Client Login - StrongTower Wealth Management

https://strongtowerwealth.com/client-login/

Advyzon Client Portal. This is our favorite login for most StrongTower clients. This program allows you to see account balances, historical performance, ...

5
1
18. Westfincorp.com
Curious Mexico 1 year ago

Client Login - Western Financial Corporation

https://westfincorp.com/client-login/

Client Login. TD Ameritrade - Financial Services. Login to TD Ameritrade · eMoney - Financial Planning · Login to eMoney · Logo Advyzon. Login to Advyzon.

5
0
19. Lewisam.com
Disciplined United States 1 year ago

Client Login - Lewis Asset Management

https://www.lewisam.com/client-login

TD Ameritrade AdvisorClient · Our History Schwab Alliance Login · Our Values Advyzon Login. Contact. Office: (925) 284-4033. 3559 Mt. Diablo Boulevard.

0
1
20. Alexisadvisors.com
Curious London, United Kingdom 1 year ago

Client Logins — Alexis Advisors

https://www.alexisadvisors.com/client-logins

Women, Money and Mindfulness · Client Logins · Get In Touch. advyzon.jpg ... compliance documents, and account setup paperwork. CLIENT VAULT LOG IN ...

4
0
21. Globenewswire.com
Explainer Gatineau, QC, Canada 1 year ago

'Tis the Season: Advyzon Gives Investment Advisors the Gift

https://www.globenewswire.com/en/news-release/2020/12/08/2141389/0/en/...

Last year, Advyzon began developing a prospect portal that would make it faster and easier for RIAs to connect with and onboard new clients.

1
0
22. Prnewswire.com
Critic 1 year ago

TD Ameritrade Institutional Integrates with Advyzon to ...

https://www.prnewswire.com/news-releases/td-ameritrade-institutional-i...

PRNewswire/ -- Advyzon, an all-in-one, cloud-based financial advisor technology platform, today announced it will expand its integration ...

5
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23. T3technologyhub.com
Guru 1 year ago

Advyzon: One of the Industry's Best Kept Secrets - t3 ...

https://t3technologyhub.com/advyzon-one-of-the-industrys-best-kept-sec...

There are several customizable dashboards that help advisors operate more efficiently. The first time you log in to the Advyzon platform, you ...

3
1

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Frequently Asked Questions

How much does Advyzon cost?

Advyzon pricing starts at $6,500 for an annual platform license that supports up to 150 client accounts and scales up in tiers as accounts are added.

What does Advyzon do?

The Advyzon document management system gives you and your clients the ability to share and access client documents instantly. Much like email and calendar, everything is quickly available directly within the client record all in one secure and compliant place.

What is Wealthbox?

Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox's modern product design offers simplicity in the user experience that's combined with powerful CRM features.
Is Post Helpful?

Recent Tweets By advyzon

Lamp
@advyzon Last Friday we mentioned that stomach flip so many advisors feel during a bulk rebalance... And while Quantum can lessen the flip, Advyzon Investment Management, our full-service TAMP, can eliminate it entirely. Learn more about AIM: https://t.co/zO4bzrqgid
2023-01-25 10:15:00
Lamp
@advyzon @jasonfrieds For all the advisors out there wondering what everyone else is doing, we just put out our annual billing study and the number of firms offering a flat-fee option as part of a broader fee schedule is growing consistently 👀 https://t.co/0mxh4jCV92
2023-01-23 12:56:11
Lamp
@advyzon With all the chatter about #RMDs and #SECURE2.0 ... just a little reminder that Advyzon makes calculating your clients' RMDs super easy with custom settings to help you manage inherited IRAs or update clients' plans to reflect changing rules. https://t.co/koxrVE5QJh
2023-01-23 05:05:01
Lamp
@advyzon Does #rebalancing stress you out? Whether you're worried about adjusting your #ModelPortfolios to today's market or executing a mass rebalance, the user-friendly dashboard on our Quantum Rebalancer can calm some of those butterflies. See for yourself! #FeatureFriday https://t.co/8zyYwYAJ8e
2023-01-20 02:10:41
Lamp
@advyzon Last year was ... dramatic. Inflation, rates, Ukraine, elections... there was a lot playing out in client investments. And 2023 looks like more of the same. Now is a great time to survey clients & make sure you understand their needs. Here's how: https://t.co/b2mW9bcmSE
2023-01-18 05:02:00
Lamp
@advyzon No matter which tech providers you use, good data is KEY! 3 of our fav tips: ➡️ Set up autosave for your custodial data. ➡️ Ask your tech providers about onboarding AND offboarding practices. ➡️ Clearly log and label any documents and/or notes. https://t.co/7AaJEm4XTy
2023-01-16 07:36:35
Lamp
@advyzon How much time did you spend last month on tax-loss harvesting? If the answer is "more than I wanted to" ... check out today's #FeatureFriday. Our Quantum Rebalancer can make #TaxLossHarvesting easier than ever. Take a look! #TaxSeason https://t.co/9pNoaV24RB
2023-01-13 04:30:14
Lamp
@advyzon Could monthly billing (instead of quarterly) help your cash flow? Some advisors think so, per our data. But that's not the only option. See how advisors got creative with their fee schedules in 2022: https://t.co/kVeAnxAfD8
2023-01-11 08:29:59
Lamp
@advyzon January is a great time to strategize for the year ahead. ➡️Revenue: What are your expectations for 2023? ➡️Calendar: When do you get paid / when your expenses are due? ➡️Cash flow: Could tweaks to your #FeeStructure help you improve it? https://t.co/wgpawOjHhL
2023-01-09 06:59:59
Lamp
@advyzon Given the popularity of our billing study... which showed that 39% of advisory firms now offer a flat fee option... we thought we'd revisit this #FeatureFriday showing you how easy it is to add one. https://t.co/PoC5e3FSHE
2023-01-06 02:00:09
Lamp
@advyzon We love to see it 👀 Catch @john_mackowiak with @craigiskowitz ... follow the link ⬇️ https://t.co/cmI6UI3RdP
2023-01-05 10:05:36
Lamp
@advyzon We love the conversation about fees we sparked with our 2022 billing study! Thanks @ThinkAdvisor for this look at how tech tools (like Advyzon) are opening doors for firms to find the best billing system for their practice. https://t.co/NZmCvMhKRo
2023-01-05 10:01:59
Lamp
@advyzon What did we learn about fees in 2022? We joined the folks @investmentnews on their IN podcast talking trends in billing, plus tips to help you figure out what works for you. Give it a listen! https://t.co/tIhDi7KNMc
2023-01-03 08:06:00
Lamp
@advyzon When it comes to client billing, flexibility is key. The number of firms using multiple fee schedules topped 90% in 2022. More firms are offering monthly billing options... AND more firms are offering quarterly. See what else our data reveals: https://t.co/CX2GPpSdE4 https://t.co/PuVVmw89ij
2022-12-23 05:09:03
Lamp
@advyzon The number of advisors offering a flat fee option JUMPED in 2022, according to our data. We talk about that and more in our billing and fee white paper. See what else has changed since last year... https://t.co/WKnnDry2rg https://t.co/psm6r58xW7
2022-12-22 00:00:00
Lamp
@advyzon This is the best holiday present we could ask for. Hearing that we're able to make clients' lives easier is what motivates us day after day. If there's something we did to help YOUR business this year, we'd love to know! https://t.co/6GdfdxDfXV
2022-12-21 00:00:00
Lamp
@advyzon We updated our advisor-favorite fee study for 2022! See what's changed in advisor billing and explore ideas for building the best fee model for YOU. The release covers highlights, a guest appearance from @courtranstrom, and a link to the full report! https://t.co/0i05FSsgsW
2022-12-21 00:00:00
Lamp
@advyzon @AJ_Erzen @MarkTMeredith We think so! We'd love to show you first hand 😇 https://t.co/UFfVSd7s2J *or* DM us & we'll find the right person to show you how we can make life easier. We'll even bite our tongue about the Packers 🏈 Love, Chicago-based (but don't hold that against us) Advyzon 😉
2022-12-20 00:00:00
Lamp
@advyzon @MarkTMeredith Thanks, Mark! We appreciate you! ✨
2022-12-20 00:00:00
Lamp
@advyzon A common regret among the RIAs we speak to? ➡️"I wish I'd started my own firm sooner." Sound familiar? As we head into 2023 and New Year's resolutions, we're curious: What kept you (or is keeping you) from breaking away? Any advice for fellow advisors considering it?
2022-12-19 00:00:00
Lamp
@advyzon We love getting positive reviews ... almost as much as we love helping advisors save time. Because who wants to spend the last days of 2022 inputting data into Excel? Today's #FeatureFriday is one client's take on how #Quantum #Rebalancer helps his firm. https://t.co/MiY4RzPn0o
2022-12-16 00:00:00
Lamp
@advyzon We're starting to see holiday posts from clients, friends and partners and it got us thinking... Let's start a #FintwitHoliday hashtag to make it easy to send seasons greetings to our favorites. Here's ours to start! Cheers🥂 to a fantastic 2022 & 🥂🥂 to what's ahead in 2023!! https://t.co/fNM28FGSHP
2022-12-14 00:00:00
Lamp
@advyzon Thrilled to be named WealthTech Firm of the Year by @wealth_report in their inaugural Wealth Exemplar Awards. What an honor! And we're among some fantastic company! 👀🎉 https://t.co/0ZpPQLW7yz
2022-12-12 00:00:00
Lamp
@advyzon What are you most proud of in 2022? For us, launching our Quantum #rebalancer has to be near the top. Here's what one client has to say about how it helped his firm. #FeatureFriday https://t.co/VP7beoKA54
2022-12-09 00:00:00
Lamp
@advyzon The end of the year is approaching, which means RMDs are due soon. Now is a great time to check your tech and make sure you're prepared to help clients. On today's #FeatureFriday, we show you how we make RMDs that easy. 🎉 https://t.co/PgrfMoZgKX
2022-12-09 00:00:00
Lamp
@advyzon We're getting ready for @fpassociation #fpaannual conference next week! We're presenting Monday, Dec 12 from 11:10-11:20am, or you can catch us anytime at Fintech Showcase 3. Who will we see there?! ⬇️ https://t.co/vLmb5qCs8e
2022-12-07 00:00:00
Lamp
@advyzon When it comes to portfolio management and CRM tools, there are a LOT of options to choose from (31, if you're counting). But "none of them beat Advyzon in terms of year-in, year-out customer satisfaction," per @BobVeres in @AdvPerspectives @Vetta_Fi. https://t.co/FAZA8A3tPR
2022-12-06 00:00:00
Lamp
@advyzon Advisors, we're curious: How many of you have heard of billing using average daily balance (versus beginning or ending balance)?
2022-12-05 00:00:00
Lamp
@advyzon To our friends, partners, colleagues, and clients... we appreciate you. Happy Thanksgiving! https://t.co/LVu53tgJY8
2022-11-24 00:00:00
Lamp
@advyzon The @t3techhub conference with @FinTechie is our favorite way to kick off spring conference season, and for the next WEEK you can join us there at a DISCOUNT. Use code BOGO2023 through 11/30 to unlock a 2-for-1 deal. Who will we see in Tampa?! 👀 https://t.co/GeQKWVJcZm
2022-11-23 00:00:00
Lamp
@advyzon Kicking off Thanksgiving week with a big thank you to @ThinkAdvisor for shining a spotlight on industry #LUMINARIES. We love seeing Advyzon CEO Hailin Li as a finalist for executive leadership. Congratulations to all the winners! https://t.co/N4ZFjZrfFw https://t.co/UcDDgmQWQm
2022-11-21 00:00:00
Lamp
@advyzon Now is a great time to make sure you're prepared to help clients with RMDs. Advyzon makes it easy. That's today's #FeatureFriday. https://t.co/ExTx5kfpLL
2022-11-18 00:00:00
Lamp
@advyzon We love to see this. Simplifying your tech stack is our favorite~ https://t.co/T7jXqGV86r https://t.co/JqZr4nQZeT
2022-11-16 00:00:00
Lamp
@advyzon @RikisRamblings https://t.co/0wAWJVtCji
2022-11-16 00:00:00
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Updated
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Curious
Dubai - United Arab Emirates
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Curious
Newcastle upon Tyne, United Kingdom
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