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CRM

Advyzon

One advisor platform that automates billing, rebalancing and scheduling and keeps documents secure.

Made by yHLsoft Inc. Visit Advyzon's website
Starting priceNo price found
No price on their site · looked Oct 6
Price on their own siteNo
Firm sizeNot assessed yet
Connections listed16 connectionsCharles Schwab (Schwab Advisor Center), Fidelity Institutional (Wealthscape), BNY Mellon | Pershing (NetX360) and 13 more. Source and date for each below.
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What their website looks like

Screenshot of Advyzon's homepage
Advyzon's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on yHLsoft Inc.'s site

We looked on Oct 6. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Source: No pricing published; homepage checked and there is no /pricing page. Not found, Oct 6.

What one person pays for other advisor CRMs

Advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person. Advyzon isn't on it: it doesn't publish a price.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

What connects to Advyzon

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Charles Schwab (Schwab Advisor Center)Fidelity Institutional (Wealthscape)BNY Mellon | Pershing (NetX360)Shareholders Service Group (SSG)TradePMR (Fusion)RiskalyzeByAllAccountsPontera
Advyzon16 connections listed

Data goes out to

Charles Schwab (Schwab Advisor Center)TradePMR (Fusion)Money Guide ProRight CapitalRiskalyzeKwantiFi360
Two-way
Salesforce
Single sign-on
Charles Schwab (Schwab Advisor Center)Fidelity Institutional (Wealthscape)BNY Mellon | Pershing (NetX360)Shareholders Service Group (SSG)TradePMR (Fusion)eMoneyRiskalyze
Listed, no detail
Goldman SachsOnRamp Invest
Connection cost: Advyzon publishes no pricing for us to read.
Charles Schwab (Schwab Advisor Center)
Checked on the vendor's site
  • Data in: account alerts, research, tax forms and statements
  • Direction not stated: digital account opening
  • Data out: fee files, generated and submitted
  • Single sign-on
Source: Advyzon integrations page. Checked Oct 6.
Fidelity Institutional (Wealthscape)
Checked on the vendor's site
  • Data in: account alerts and tax forms
  • Direction not stated: digital account opening
  • Single sign-on
Source: Advyzon integrations page. Checked Oct 6.
BNY Mellon | Pershing (NetX360)
Checked on the vendor's site
  • Data in: account alerts, tax forms and statements
  • Direction not stated: digital account opening
  • Single sign-on
Source: Advyzon integrations page. Checked Oct 6.
Shareholders Service Group (SSG)
Checked on the vendor's site
  • Data in: account data files, alerts, tax forms and statements
  • Single sign-on
Source: Advyzon integrations page. Checked Oct 6.
TradePMR (Fusion)
Checked on the vendor's site
  • Data in: data feed, statements and tax documents
  • Data out: trades (FIX connection)
  • Single sign-on
Source: Advyzon integrations page. Checked Oct 6.
Salesforce
Checked on the vendor's site
  • Two-way: clients, accounts and contacts
Source: Advyzon integrations page. Checked Oct 6.
Money Guide Pro
Checked on the vendor's site
  • Data out: client data
Source: Advyzon integrations page. Checked Oct 6.
Right Capital
Checked on the vendor's site
  • Data out: client data
Source: Advyzon integrations page. Checked Oct 6.
eMoney
Checked on the vendor's site
  • Single sign-on
Source: Advyzon integrations page. Checked Oct 6.
Goldman Sachs
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Advyzon integrations page. Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools yHLsoft Inc. lists.

Riskalyze
Checked on the vendor's site
  • Data out: client account data
  • Data in: portfolio Risk Numbers
  • Single sign-on
Source: Advyzon integrations page. Checked Oct 6.
ByAllAccounts
Checked on the vendor's site
  • Data in: aggregated account data from financial institutions
Source: Advyzon integrations page. Checked Oct 6.
Pontera
Checked on the vendor's site
  • Data in: held-away account data (401ks, 403(b)s)
Source: Advyzon integrations page. Checked Oct 6.
Kwanti
Checked on the vendor's site
  • Data out: data, via API
Source: Advyzon integrations page. Checked Oct 6.
Fi360
Checked on the vendor's site
  • Data out: data, via API
Source: Advyzon integrations page. Checked Oct 6.
OnRamp Invest
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Advyzon integrations page. Checked Oct 6.

Moving to Advyzon from another tool

What yHLsoft Inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the Advyzon pages we read

We looked on Oct 8. Before you sign, ask yHLsoft Inc. which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

We couldn't find export instructions on yHLsoft Inc.'s site.Not found

Fits best if

Our judgement

We haven't assessed fit for Advyzon yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Advyzon with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
View profile
Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Toolkit
From $26/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile

Corrections

No corrections to this profile yet.

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