AdvisorShelf / Connections / Advyzon
What connects to Advyzon
Software that connects to Advyzon
6 of the 77 tools we list name a connection to Advyzon on their own site: 3 planning tools and 3 AI tools. Advyzon's own site names 16 companies and products it connects to (its profile counts each listed connection separately). Here is which way data moves for each, and where we read it.
Which way data moves, as each tool describes it
Sends data to AdvyzonTakes data from AdvyzonTwo-way, in the vendor's wordsSend data to Advyzon (0)
No tool says it sends data here
AdvyzonTake data from Advyzon (1)
Jump Data in and out (3)
Direction not stated (1)
Named only (1)
The rule: every tool we list that names a live connection to Advyzon, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.
What Advyzon's own site lists
CRMs (1)
| Connects to | What Advyzon's site says | Does the other side list it? | Where we read it |
|---|---|---|---|
| Salesforce | Two-way with Salesforce
|
Checked on the vendor's site · Oct 6 |
Custodians (6)
| Connects to | What Advyzon's site says | Does the other side list it? | Where we read it |
|---|---|---|---|
| Fidelity | Takes data from Fidelity
|
See what connects to Fidelity | Checked on the vendor's site · Oct 6 |
| Goldman Sachs | Names Goldman Sachs, with no detail
|
Checked on the vendor's site · Oct 6 | |
| Pershing | Takes data from Pershing
|
See what connects to Pershing | Checked on the vendor's site · Oct 6 |
| Schwab | Takes data from and sends data to Schwab
|
See what connects to Schwab | Checked on the vendor's site · Oct 6 |
| SSG | Takes data from SSG
|
Checked on the vendor's site · Oct 6 | |
| TradePMR | Takes data from and sends data to TradePMR
|
Checked on the vendor's site · Oct 6 |
Other software (6)
| Connects to | What Advyzon's site says | Does the other side list it? | Where we read it |
|---|---|---|---|
| ByAllAccounts | Takes data from ByAllAccounts
|
Checked on the vendor's site · Oct 6 | |
| Fi360 | Sends data to Fi360
|
Checked on the vendor's site · Oct 6 | |
| Kwanti | Sends data to Kwanti
|
Checked on the vendor's site · Oct 6 | |
| Nitrogen | Takes data from and sends data to Nitrogen
|
See what connects to Nitrogen | Checked on the vendor's site · Oct 6 |
| OnRamp Invest | Names OnRamp Invest, with no detail
|
Checked on the vendor's site · Oct 6 | |
| Pontera | Takes data from Pontera
|
Checked on the vendor's site · Oct 6 |
Planning tools (3)
| Connects to | What Advyzon's site says | Does the other side list it? | Where we read it |
|---|---|---|---|
| eMoney Advisor | Single sign-on with eMoney Advisor; the vendor doesn't describe data moving
|
Both sides list it |
Checked on the vendor's site · Oct 6 |
| MoneyGuide | Sends data to MoneyGuide
|
Both list it; MoneyGuide describes more |
Checked on the vendor's site · Oct 6 |
| RightCapital | Sends data to RightCapital
|
Both list it; RightCapital describes more |
Checked on the vendor's site · Oct 6 |
Planning tools that connect to Advyzon
| Tool | What the tool says the connection does | Where we read it | What one person pays a month (our sum) |
|---|---|---|---|
Takes data from and sends data to Advyzon
|
Checked on the vendor's site · Oct 6 |
$149.95 a month for one person Checked on the vendor's site · Oct 6 | |
Takes data from and sends data to Advyzon
|
Checked on the vendor's site · Oct 6 |
$166.67 a month for one person | |
Names Advyzon, with no detail
|
Checked on the vendor's site · Oct 6 |
AI tools that connect to Advyzon
| Tool | What the tool says the connection does | Where we read it | What one person pays a month (our sum) |
|---|---|---|---|
Takes data from Advyzon
|
Checked on the vendor's site · Oct 13 |
$100 a month for one person | |
Data moves with Advyzon; the vendor doesn't say which way
|
Checked on the vendor's site · Oct 13 |
||
Takes data from and sends data to Advyzon
|
Checked on the vendor's site · Oct 13 |
Before you rely on a connection
- Ask whether the connection is in the plan you'd buy, or costs extra.
- Ask how often data moves: as it changes, once a day, or when someone clicks.
- Single sign-on saves a login. Ask whether any data moves with it.