Attention Morningstar Office Users—We are ready to help you make the transition. Join the hundreds of former Morningstar Users and transition to a modern, all-in-one platform without disrupting your business. Learn more here.

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Unified Platform. Specialized Service.

Advyzon Sales

Interested to learn more about the transformative alternative to legacy tech systems? We can’t wait to introduce you to the wealth management industry’s only comprehensive technology platform.

sales@advyzon.com
(844) 829-0039

CONTACT
Advyzon Enterprise Solutions Sales

Advyzon Enterprise’s proprietary architecture is distinctly configurable for RIAs, broker-dealers, and bank trusts. Enterprise organizations can tailor user experience, permissions, and settings down to the individual firms and reps.

(844) 391-1066
CONTACT
Advyzon Investment 
Management (AIM) Sales

Built as a seamlessly unified platform with Advyzon, AIM delivers a comprehensive investment solution suite integrated within a single ecosystem.

(844) 340-1898

CONTACT
Auria

Auria unites essential capabilities into a single, seamless interface, while also empowering wealth managers to handle intricate entities, track alternative investments and more.

(844) 829-0039

CONTACT
Service Support

Our Service Team gives you a direct line to experts who know your firm and how you work. We will deliver a consistent, personalized experience.

(833) 491-4222

Media Inquiries

For all media inquiries, please contact: Jonny Swift at Impact Communications, Inc.