WEBCAST
Morningstar Office’s sunset is your new horizon for success.
Join our Morningstar Alumni for an upcoming webcast to learn how easy it is to transition from Morningstar Office to Advyzon.
One Platform. One Easy Solution. One Dedicated Team.
Get up and running in weeks. Advyzon makes it easy!
Don’t be forced to use a solution you didn’t choose. Switch to Advyzon, the fully integrated, all-in-one platform that solves the challenges disconnected, complicated systems.
Let’s discuss your custom transition roadmap.
70%
30%
8
70% of advisors who use our platform, report a 30% or more increase in efficiency—recovering up to 8 full business days each month.
Hear From Our Morningstar Alumni
In this video, Advyzon’s CRO, (and Morningstar alum) John Mackowiak explains why Advyzon is a top choice for advisors transitioning from Morningstar Office.
Get Fully Up and Running in Weeks
Our experts’ inside experience with Morningstar creates a smooth and accelerated transition experience.
The Advyzon team includes over 20 former Morningstar employees with 177 years of combined experience, including founder Hailin Li, former SVP of Advisor Solutions at Morningstar.
Since our inception in 2012, we’ve transitioned hundreds of advisors from Morningstar Office to Advyzon—so we know how to do it as smoothly and with as little disruption as possible. Discover why one former Morningstar user chose Advyzon—Annie McQuilken, President of Forever Financial Advisors explains why switching to Advyzon has been a game changing experience for her business.
One Platform That Can Do the Work of Many
Advyzon’s integrated solutions work together to drive powerful efficiencies, support client communications and help grow your company. Advyzon is purpose-built to deliver a comprehensive, technology platform fully integrated with a powerful investment management experience, eliminating the need for third-party add-ons and offering unprecedented value at a competitive price point.
Power On Limitless Possibilities
Get a closer look at the platform built for efficiency, innovation, and growth.