From Secure Storage to AI-Powered Document Intelligence.
Keep files organized and inspection-ready while Advyzon AI summarizes documents, surfaces critical information, and connects insights to reviewable workflows.
Secure Document Management Highlights
Our compliance app securely tracks, stores, and organizes critical information, while Advyzon AI transforms client documents into actionable intelligence.
Secure. Searchable. Ready.
Keep client and firm files organized, protected, and inspection-ready across the platform, giving Advyzon AI trusted, permissioned context to work from.
From File to Insight
Turn client files into actionable insight by securely storing, sharing, summarizing, and extracting key details, from holdings and balances to performance reports and review materials, so advisors can reduce manual entry, speed up proposals and planning, and respond faster.
Control You Can Prove
Manage compliance-related documents with WORM-compliant storage, audit trails, retention policies, role-based permissions, and reviewable workflows that keep people in control of AI-supported action.
Key Features—Designed to Meet SEC Requirements
- Write Once, Read Many (WORM)
- Indexing (customizable and reportable)
- Retention Policies (3 years, 6 years, or Lifetime)
- Automated retention expiration document handling (Keep, Remove, Delete)
- “Submit for Review” workflow from Documents app
- Audit Trail tracking (index create/edit, user permissions, document add/submit/reviewed)
- AWS S3 (storage security and duplication)
Secure Sharing. Smarter Documents.
One Platform.
#1 in File Sharing Satisfaction by the 2025 Kitces Report.
(And that was before Document Intelligence.)