Financial Planning
Now built directly into Advyzon. Serious planning works better when the context is already there.
Advyzon Financial Planning combines robust cash-flow and projection engines, unified client data, embedded AI, and connected implementation in the Advyzon workflow. Advisors get the planning depth they expect with less work around the plan.
One Planning Experience. The Right Depth for the Client.
Comprehensive Cash-Flow Planning
For clients balancing multiple goals across an interconnected financial picture. Model the complete financial picture across income, spending, assets, liabilities, investments, and assumptions. Explore complex decisions and evolving strategies while keeping client context and planning connected in one system.
Goals-Based Investing
For clients with a straightforward financial picture and a clear goal in focus. Quickly evaluate the probability of success using key assumptions, investment data, and net worth, then move seamlessly from planning to an investment strategy or proposal.
Connected Implementation
Move seamlessly from planning to implementation, carrying recommendations into proposal, portfolio, investment management, and monitoring workflows without rebuilding the work.
Ongoing Client Context
Keep the plan connected to the household record, client portal, portfolio data, and future planning conversations as circumstances change.
Learn More About Advyzon Financial Planning
AI: Where the Work Happens.
Advyzon AI is embedded throughout the advisor experience, not confined to a chat window. It brings relevant context forward, accelerates scenario modeling, surfaces opportunities, and prepares next steps for advisor review.
AI streamlines the planning workflow. The calculation engine powers the forecast.
The Future of Financial Planning at Advyzon
Kevin Hughes, President of Financial Planning at Advyzon, discusses his new role, Advyzon’s expanding planning capabilities, and what’s ahead for the platform and its advisor community.