Advyzon vs intelliflo office
Advyzon
advyzon.comintelliflo office
intelliflo.comSide by side
| Figure | Advyzon | intelliflo office |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 0 | 1 |
| Spec score · Financial Advisor Software | 7.8 (#11) | 7.2 (#27) |
| Client portal | The branded client portal supports customizable reports covering account performance, transactions, unrealized gains or losses, and projected cash flow. | The integrated client portal is a white-labelled web app accessible from any device for secure communication, virtual meetings and paperless document sharing. |
| Headquarters | Chicago, Illinois | London, UK |
| Purpose | Advyzon is an all-in-one technology platform built for advisory firms. | intelliflo office is software for financial advisers that streamlines advice journeys, client engagement and business growth. |
| Support | Advyzon says its Service Team provides a direct line to experts familiar with each firm's work and offers personalized support. | Customers can use intelliflo connect for live chat, community discussions and support cases, or call the support team on 0330 102 8400. |
Plans
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.
intelliflo office
intelliflo office has no write-up on Specifiction yet; its figures are above.