Side by side
Advyzon vs Quicken
Both stand on portfolio management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid AndroidiPhoneWeb
Advyzon 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 Advyzon Paid MacWebWindows
Quicken brings personal, investment, business, and life-organization tools into one product family. Its separate products and platform choices cover varied financial workflows, but there is no free plan and memberships renew automatically.
Visit QuickenThe facts
| Advyzon | Quicken | |
|---|---|---|
| Free plan | Not published | No |
| Open source | Not published | Not published |
| Runs on | Android, iPhone, Web | Mac, Web, Windows |
| Lowest paid plan | Not published | Quicken Simplifi: $3.99 a month |
| Plans published | None | 2 |
| Maker | Advyzon | Quicken |
| Website | advyzon.com | quicken.com |
| On portfolio management software | #48 of 81 | #52 of 81 |
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.
Quicken: what it does well
- Budgeting, bills, and net-worth tracking
- Investment links to over 14,000 institutions
- Tracks multiple investment asset classes
- Business tax and invoicing tools
- Web, mobile, Windows, and Mac options
What to know first
- No free plan
- Memberships renew annually automatically
- Designed for U.S. and Canada
- Some plans billed annually
Alternatives to Advyzon Alternatives to Quicken The whole list