Words from our Clients
Staying balanced with Quantum
“When we started…I didn’t want to have to be moving data back and forth all the time. I wanted it all to just kind of work in one seamless solution…I would say it saves me a few hours a month, at least, when I don’t have to go and manually look at things to make sure they’re working. If there’s a problem [in a client account, Quantum] just tells me there’s a problem.”
– Colin Gray, CFP®, AIF®, Financial Advisor
Reinking Financial Consulting
“[As an independent firm], you have to be ready to say, look, this is my five year growth.
And this is how many clients I have. And all of that information now is produced daily for me automatically with Advyzon.”
- Ricardo Reinking, President, Reinking Financial Consulting
CLEAR CREEK FINANCIAL MANAGEMENT TESTIMONIAL
“Advyzon helped make scaling possible ... You really should be looking
at a group like Advyzon [versus competitors]. The cost of using those,
and the hassle, is just so high versus the highly customizable, white
label, all-in-one solution you can have with Advyzon.”
- Brian Deely, Co-Founder & Principal
Video Testimonial
