Custodian
Charles Schwab
Single Sign-On to Schwab Advisor Center
Our integration with Charles Schwab allows advisors using this custodian to view account alerts, digitally open accounts, generate and submit fee files, view research and sync custodial documents such as tax forms and monthly statements.
Our integration with Charles Schwab allows advisors using this custodian to view account alerts, digitally open accounts, generate and submit fee files, view research and sync custodial documents such as tax forms and monthly statements.
Custodian
Fidelity InstitutionalSM
Single Sign-On to Fidelity Wealthscape
Our integration with Fidelity InstitutionalSM allows advisors using this custodian to view account alerts, digitally open accounts, and sync custodial documents such as tax forms.
Our integration with Fidelity InstitutionalSM allows advisors using this custodian to view account alerts, digitally open accounts, and sync custodial documents such as tax forms.
Custodian
BNY Mellon | Pershing
Bi-Directional Single Sign-On to NetX360®
Our integration with Pershing allows advisors using this custodian to view account alerts, digitally open accounts, and sync custodial documents such as tax forms and monthly statements.
Our integration with Pershing allows advisors using this custodian to view account alerts, digitally open accounts, and sync custodial documents such as tax forms and monthly statements.
Custodian
Shareholders Service Group (SSG)
Single Sign-On to NetX360®
In addition to full account data files, our integration with SSG allows advisors using this custodian to view account details, alerts, and sync custodial documents such as tax forms and monthly statements.
In addition to full account data files, our integration with SSG allows advisors using this custodian to view account details, alerts, and sync custodial documents such as tax forms and monthly statements.
Other
G-Suite
Single Sign In
Automatic data sync
Calendar and mail automatically sync with the Advyzon CRM system to store client communications, meetings, and tasks.
Automatic data sync
Calendar and mail automatically sync with the Advyzon CRM system to store client communications, meetings, and tasks.
Other
Office 365
Single Sign In
Automatic data sync
Calendar and mail automatically sync with the Advyzon CRM system to store client communications, meetings, and tasks.
Automatic data sync
Calendar and mail automatically sync with the Advyzon CRM system to store client communications, meetings, and tasks.
Risk
Riskalyze
Your Advyzon account and Riskalyze can be integrated, allowing you to push client
account data into Riskalyze, seamlessly single sign-on to view clients in Riskalyze, and automatically
pull the client’s portfolio Risk Numbers into Advyzon to streamline your workflow.
Aggregation
ByAllAccounts
Data syncs from ByAllAccounts as available from financial institutions
Data from ByAllAccounts is available in Advyzon reports, advisor dashboards, and client web portals to show off a more complete view of wealth and net worth.
Data from ByAllAccounts is available in Advyzon reports, advisor dashboards, and client web portals to show off a more complete view of wealth and net worth.
Planning
Money Guide Pro
Advyzon’s integration with Money Guide Pro sends data directly from Advyzon
through API access.
Planning
Right Capital
Advyzon’s integration with Right Capital sends data directly from Advyzon through
API access.
Research & Analytics
Fi360
Advyzon’s integration with Fi360 sends data directly from Advyzon through API
access.
Research & Analytics
Kwanti
Advyzon’s integration with Kwanti sends data directly from Advyzon through API
access
Other
Laser App
Advyzon’s Laser App integration sends data from Advyzon directly to Laser App,
enabling you to populate a household’s details into Laser App for easier document preparation.
Other
Twitter
The Advyzon Twitter integration enables your Twitter feed to display directly
within your client web portal. Enable this integration one time and leave it to reach
your clients in new ways.
The integrations displayed on our website are a mere handful of our total integration offering and is not indicative of our complete list. Featured are partners we have extensive API integrations with. Please reach out to us here if you have any questions about partners not shown.
