Side by side
Advisor360° CRM vs Advyzon
Both stand on financial advisor software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Choose Advisor360° CRM if your wealth management practice wants household-centered records, a shared prospect pipeline, and connected communication and reporting workflows. Its mobile app and integrations support advisors working across client relationships. Buyers should account for its paid, sales-quoted pricing and its place within the Advisor360° platform.
Visit Advisor360° CRMAdvyzon is a fit for advisory firms seeking portfolio, client relationship, document, and reporting tools in one platform. Firms that need full financial planning now should look elsewhere, since that capability is described as coming soon.
Visit AdvyzonThe facts
| Advisor360° CRM | Advyzon | |
|---|---|---|
| Free plan | Not published | Not published |
| Open source | Not published | Not published |
| Runs on | Android, API, iPhone, Web | Android, iPhone, Web |
| Lowest paid plan | Free or on request | Not published |
| Plans published | 1 | None |
| Maker | Advisor360° CRM | Advyzon |
| Website | advisor360.com | advyzon.com |
| On financial advisor software | #6 of 31 | #16 of 31 |
Advisor360° CRM: what it does well
- Organizes people, accounts, relationships, and activity by household.
- Tracks prospects through conversion and onboarding stages.
- Tasks can trigger the next workflow step automatically.
- Mobile app lets advisors view and update key records.
- Names Outlook and Exchange Online integration.
What to know first
- The product is paid, with pricing available from sales on request.
- CRM is built natively into the Advisor360° platform.
Advyzon: what it does well
- Combines portfolio management, CRM, billing, and client access tools.
- Offers nine rebalancing and trading modes.
- Supports tax-loss harvesting and multi-custodial trading.
- Document retention can be set for 3 years, 6 years, or Lifetime.
- Client reports can include projected cash flow.
What to know first
- Pricing is available on request.
- Full financial planning is described as coming soon.
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