Quantum AI
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Advyzon
by AdvyzonSalesforcePaid
Manages clients, billing, documents, portfolios, reporting, and communication for financial advisory businesses in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Advyzon offers client management, reporting, billing, document management, portfolio management, client communication, and a portal for financial advisory businesses. It also offers customizable reporting, flexible billing, and portfolio management including Advyzon Quantum Rebalancer.
Key capabilities
from the Salesforce AppExchange listingClient management
Provides client management.
Client communication
Includes client communication and a portal.
Customizable reporting
Offers customizable reporting.
Flexible billing
Offers flexible billing.
Document management
Provides document management.
Portfolio management
Offers portfolio management including Advyzon Quantum Rebalancer.
Who it's for
Financial advisory businesses.
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«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 …»