Testimonials | Advyzon
Hear from our clients why Advyzon is right for advisors.
BREAKAWAY STORY: Technology was key
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At my old firm. I was just the rainmaker... Having to go from that to, "I've gotta set up a CRM. I've gotta figure out how to trade. What's compliance--how Does that works?"... That's where Advyzon helped. It is truly an all-encompassing hub.

- Johnny Flavin, Founder & Managing Principal
"More streamlined systems means more time to focus on relationships."

- Johnny Flavin, Founder & Manager Principal
Why Advyzon?
FAVORITE FEATURES:
  • CRM
  • Workflows
  • Reporting
  • Billing
  • ADVYZON ADVANTAGE:
  • Tech is truly all-in-one
  • Platform is easy to use
  • New features from user feedback
  • Grows with my business