Advyzon vs Investwell Mint
Advyzon
advyzon.comInvestwell Mint
investwell.inSide by side
| Figure | Advyzon | Investwell Mint |
|---|---|---|
| Price from | — | ₹2,083.33/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Plans published | 0 | 1 |
| Spec score · Financial Advisor Software | 7.8 (#11) | 7.7 (#13) |
| CRM | Its CRM manages relationships, tasks, opportunities, workflows, alerts, and communications, and includes AI-supported meeting preparation and client intelligence. | The pricing page lists email scheduling, portfolio management, client segmentation, client acquisition, and automatic birthday, SIP/STP, and maturity reminders. |
| Founded | 2012 | 2000 |
| Headquarters | Chicago, Illinois | Gurugram, Haryana, India |
| Portfolio reporting | The platform supports branded reports using performance, allocation, and trading data, with scheduled report generation and client portal sharing. | Its listed reports include CAGR and XIRR portfolio reports, realized and unrealized capital gains, allocation analysis, and transaction statements. |
| Support | Advyzon says its Service Team provides a direct line to experts familiar with each firm's work and offers personalized support. | Investwell lists Mint support at 08069212969 and [email protected]. |
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.
Investwell Mint
Investwell Mint has no write-up on Specifiction yet; its figures are above.