Testimonials | Advyzon
Hear from our clients why Advyzon is right for advisors.
BREAKAWAY STORY: Putting clients first
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I wanted to build a firm that was about the client, and not about what can we sell the client or what commissions can we earn. I thought the focus should be on the client's bottom line.

-Jodi Vleck, Founder & CEO
I’m always quick to look at performance reports... They help me manage client expectations."

-Jodi Vleck,Founder & CEO
Why Advyzon?
FAVORITE FEATURES:
  • CRM
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  • Activity screen
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  • Reporting
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  • Billing
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    ADVYZON ADVANTAGE:
  • Fully integrated
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  • Platform is easy to use
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  • Reports help manage client expectations
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  • Grows with my business
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