Advyzon is a wealth management technology company focused on helping advisory firms run and scale their businesses through a unified platform. Built around a single architecture and data model, its technology brings together tools that are often spread across separate systems, with advisor-trained AI designed to use firm and client context to streamline work and surface relevant insights.

The Advyzon platform includes portfolio management, performance reporting, billing, CRM, secure document management, rebalancing, financial planning, goals-based investing, and client portals and mobile apps. Its Growth Suite, integrations, and automation tools support client communication and everyday firm workflows. Advyzon also offers investment management through Advyzon Investment Management, including managed portfolios, a model marketplace, outsourced CIO services, partnered trading, tax optimization, and personalized indexing. For larger organizations, Advyzon Enterprise Solutions provides a modular technology architecture, while Auria offers a wealth management experience for family offices.

Serving independent advisors, aggregators, broker-dealers, banks, institutions, and family offices, Advyzon combines technology with onboarding, training, technical support, and a dedicated service team.