What is Advyzon?

Advyzon is a comprehensive platform that allows us to keep track of your portfolio. We began using this software in 2019. There’s a version for us to use, so we can do things like create reports and securely share documents, and a version for you to use, so you can check your performance or share information with us.

How it works

On the backend, Advyzon lets us keep your information safe and secure. Everything is encrypted and protected, so it’s safe for you to share documents with us and vice versa. It also helps ensure everything we do remains compliant with state and federal regulators.

Advyzon helps us keep notes on our meetings, so you don’t have to repeat yourself each time we speak. It also allows us both to stay on top of conversations with clients. If you tell Robert something, Jenn will also be able to look back on the note from that conversation and be in the loop.

Finally, Advyzon is how we keep you updated on your portfolio performance and bill you each quarter. We’ve worked with their team to create custom reports that reflect what we think is most important about your finances so we can do our best to keep you on track.

Client Portal

Use the Advyzon client portal to log in and check your performance or to share documents with us (and vice versa). If you haven’t signed up to use the portal, please let us know if you’re interested!

Remember: Our goal is to take the stress of money management off your plate. We think simple and easy-to-use technology helps us do that. That’s why we choose to work with Advyzon.