Advyzon vs SEI Wealth Platform
Advyzon
advyzon.comSEI Wealth Platform
seic.comSide by side
| Figure | Advyzon | SEI Wealth Platform |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 0 | 1 |
| Spec score · Wealth Management | 7.8 (#6) | 7.5 (#10) |
| Spec score · Portfolio Management Software | 7.8 (#41) | 7.6 (#54) |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Performance reporting | Yes | Yes |
| Purpose | Advyzon is an all-in-one technology platform built for advisory firms. | The SEI Wealth Platform is an end-to-end wealth management solution combining technology, outsourced operations, and asset management in one infrastructure. |
| Support | Advyzon says its Service Team provides a direct line to experts familiar with each firm's work and offers personalized support. | SEI offers Platform certification and client accreditation through classroom and online learning programs. |
| 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. | SEI says the platform powers private banks and wealth management firms globally. |
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.
SEI Wealth Platform
SEI Wealth Platform has no write-up on Specifiction yet; its figures are above.