Newsroom and Awards

Nine Straight Years at #1: Advisors Continue to Choose Advyzon 

In the 2026 T3 / Inside Information Software Survey, Advyzon was named a Software All-Star and ranked #1 in Client Satisfaction for All-In-One Platforms for the ninth consecutive year, extending one of the longest-running streaks in advisor technology. 

Beyond the All-In-One category, Advyzon earned top client satisfaction rankings across multiple core advisor technology categories—including CRM, portfolio management & reporting, trading & rebalancing, account aggregation, and document management—demonstrating the strength of a fully integrated platform built specifically for RIAs. 

First time in. Already #1.  
This recognition also extends to Advyzon Investment Management (AIM), which earned #1 client satisfaction in TAMP Service Provider and top-tier rankings in Portfolio Design Solutions for firms with over 1% market share. Together, these results reinforce Advyzon’s position as a unified platform delivering both powerful advisor technology and institutional-quality investment management.