Newsroom and Awards

The Future of AdvisorTech Belongs to Advyzon

Advyzon earned the #1 ranking in both advisor satisfaction and value across five categories—CRM, portfolio management, performance reporting, client portals, and file sharing—a dramatic sweep that outpaces legacy tech platforms.

In a year where advisor satisfaction declined across nearly every category, Advyzon dominated in satisfaction and value and emerged as both a Rising Star and a Standout in CRM and portfolio management.

This recognition cements Advyzon as a disruptive force within a field crowded with outdated systems and patchwork integrations.  Advyzon is proving that advisors no longer must compromise between power, simplicity, and experience—and has set a new standard for what advisor technology should be.