Advyzon vs Practifi
Advyzon
advyzon.com
Practifi
practifi.comSide by side
| Figure | Advyzon | Practifi |
|---|---|---|
| Price from | — | $135/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 0 | 2 |
| Spec score · Financial Advisor Software | 7.8 (#11) | 7.5 (#21) |
| Spec score · Financial Services CRM Software | 7.8 (#16) | 7.5 (#24) |
| Founded | 2012 | 2013 |
| Headquarters | Chicago, Illinois | Chicago, Illinois, United States |
| Purpose | Advyzon is an all-in-one technology platform built for advisory firms. | Practifi provides CRM solutions purpose-built for registered investment advisers and wealth management firms. |
| Support | Advyzon says its Service Team provides a direct line to experts familiar with each firm's work and offers personalized support. | Practifi describes its team as providing ongoing support and links customers to the Practifi Success support center. |
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.