Newsroom and Awards
Independent Technology Supporting You While You Gain Independence
Check out Advyzon’s latest news, innovations and product introductions and see why our simple, powerful “One Platform” approach is the talk of the industry.
Nine Straight Years at #1: Advisors Continue to Choose Advyzon
Advyzon ranked #1 in Client Satisfaction for All-In-One Platforms for the ninth consecutive year in the 2026 T3 / Inside Information Software Survey, with advisors continuing to place the platform at the top for integrated CRM, portfolio management, trading, and reporting.
January 14, 2025
Wealth Management Magazine – The Power of a True Enterprise Partner
READ MORE: Newsroom and AwardsAdvyzon Sweeps 2025 Kitces AdvisorTech Rankings
Advyzon earns top advisor satisfaction and value scores in CRM, portfolio management, performance reporting, client portal, and file sharing—outpacing even legacy category platforms.
Awards and Recognition
We’re grateful for all the recognition we’ve received from the very beginning. It’s the inspiration that keeps us innovating, creating and delivering more value for our clients every day.
Industry Awards
2025 Best in Industry
Industry Awards
2024 Best in Industry
Industry Awards
2021 Best in Industry