Advyzon vs Fiducio
Advyzon
advyzon.comFiducio
getfiducio.comSide by side
| Figure | Advyzon | Fiducio |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 0 | 0 |
| Spec score · Financial Advisor Software | 7.8 (#11) | 6.9 (#29) |
| Audience | Advyzon Enterprise Solutions is described as serving firms with assets greater than $10B, including RIAs, broker-dealers, and bank trusts. | The site describes Fiducio as built for registered investment advisors and advisory teams. |
| Client portal | The branded client portal supports customizable reports covering account performance, transactions, unrealized gains or losses, and projected cash flow. | Clients can use a branded portal to see their net worth, goals, and documents. |
| CRM | Its CRM manages relationships, tasks, opportunities, workflows, alerts, and communications, and includes AI-supported meeting preparation and client intelligence. | Its CRM and client directory bring household contacts, touchpoints, documents, and relationship history together. |
| Financial planning | Goals-Based Investing is live with goal creation, scenario modeling, portfolio alignment, proposal generation, and progress monitoring; full financial planning is described as coming soon. | Advisors can use goal-based projections and scenario modeling with clients during meetings. |
| Portfolio reporting | The platform supports branded reports using performance, allocation, and trading data, with scheduled report generation and client portal sharing. | Portfolio audit and reporting cover holdings and transactions, with reports described as compliance-ready and tied to client portfolios. |
| Product | Advyzon describes itself as a unified wealth management technology platform for advisory firms. | Fiducio combines CRM, a leads pipeline, financial planning, and a secure client portal for wealth advisory firms. |
In their own words
Advyzon
Advyzon is a wealth management technology platform for advisory firms, bringing portfolio management, reporting, billing, CRM, document management, rebalancing and client access tools together. Firms can generate branded reports from performance, allocation and trading data, schedule them, and share them through a client portal. Portfolio oversight includes business intelligence, investment strategy management and automated alerts. The CRM gathers client activity, tasks, opportunities, workflows, alerts, communications and relationship history in one view; Microsoft 365 and Google Workspace integrations connect emails and meetings to client records. The Quantum rebalancer provides nine rebalancing and trading modes, tax-loss harvesting, cash management and multi-custodial trading. Document controls include WORM-compliant storage, audit trails, role-based permissions and retention choices of 3 years, 6 years or Lifetime. Clients can view customized reports on performance, transactions, unrealized gains or losses and projected cash flow through a branded portal and mobile app. Goals-Based Investing supports goal creation, scenario modeling, portfolio alignment, proposals and progress monitoring; full financial planning is described as coming soon. Pricing is on request.