Advyzon vs Meridian Planning
Advyzon
advyzon.comMeridian Planning
meridianplanning.appSide by side
| Figure | Advyzon | Meridian Planning |
|---|---|---|
| Price from | — | $49/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 0 | 4 |
| Spec score · Financial Advisor Software | 7.8 (#11) | 7.8 (#12) |
| Company | Advyzon says it was founded in 2012 and is headquartered in Chicago, Illinois. | The site names Meridian Planning App LLC and says the product was built by Sharon Griffin and Brittany St Julian. |
| 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. | The financial planning module includes goals, retirement projections, insurance gaps, and debt planning. |
| Product | Advyzon describes itself as a unified wealth management technology platform for advisory firms. | Meridian describes itself as a practice management platform for financial advisors who also do tax. |
| Support | Advyzon says its Service Team provides a direct line to experts familiar with each firm's work and offers personalized support. | The Small Practice plan includes priority support. |
Plans
Meridian Planning
- Founding Member rate$49 a month
- Solo Advisor$79 a month
- Small Practice$149 a month
- Enterprise$299 a month
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.
Meridian Planning
Meridian Planning has no write-up on Specifiction yet; its figures are above.