Advyzon vs Plutosoft
Advyzon
advyzon.comPlutosoft
plutosoft.com.auSide by side
| Figure | Advyzon | Plutosoft |
|---|---|---|
| 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) | 6.7 (#30) |
| Founded | 2012 | Plutosoft says it was founded in 2014 by financial planner and software engineer Lindsay Holland. |
| Headquarters | Chicago, Illinois | The contact page lists Level 3, 3 Loftus Street, West Leederville, WA 6007, Australia. |
| Product | Advyzon describes itself as a unified wealth management technology platform for advisory firms. | Plutosoft is end-to-end advice technology software designed for financial planning practices, guiding users from fact-find to advice delivery. |
| Support | Advyzon says its Service Team provides a direct line to experts familiar with each firm's work and offers personalized support. | Plutosoft says customers transition after onboarding to an Australia-based Service Desk and receive a dedicated Customer Success Manager. |
| Who it serves | The platform serves advisory firms, while its enterprise offering is described for RIAs, broker-dealers, and bank trusts with assets greater than $10 billion. | The product is designed for financial planning practices and also offers a Licensee Hub for dealer groups. |
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.
Plutosoft
Plutosoft has no write-up on Specifiction yet; its figures are above.