Advyzon vs FinStak

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.

FinStak is a CRM for financial advisory practices, built on Zoho’s CRM platform. It tracks leads through sales funnels and supports multiple pipelines and deal stages. Workflows can send email notifications, create tasks and update fields. Built-in email marketing provides templates, drip campaigns and one-off messages, with campaign delivery and read tracking. Users can embed forms to collect leads and send surveys whose responses appear in CRM contact records. Security controls listed include audit logs, two-factor authentication, regular backups, and role and profile permissions. Two free data backups per month are included, with options to choose their frequency and day. FinStak Projects adds Gantt charts, tasks, issues and milestones. Calendar and task syncing is listed for Microsoft365 and Google, and mobile apps are available for iOS and Android. A free plan and a 14-day trial are listed. Paid plans start at $60 a month, billed per user; Basic, Pro and Premier also list setup fees of $500, $1,000 and $2,000, respectively.