Related Products
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About
Advyzon is an all-in-one cloud platform designed for wealth management and advisory firms that combines portfolio management, performance reporting, CRM, billing, document management, client portals, and business-intelligence dashboards into a unified system. The platform supports seamless integration with major custodians and daily-data feeds, offers a highly configurable CRM with email/calendar syncing and workflow automation, enables powerful and brand-customizable report generation and scheduled distribution, and provides secure client portals and mobile apps for client-advisor collaboration and document sharing. Additionally, Advyzon includes a rebalancing engine (“Quantum”) for trading and model management, built-in billing management for flat, tier, and performance fees, and a modular architecture that allows firms to enable additional features over time within the same database foundation.
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About
FastTrackr AI is the AI transition engine for wealth management, built to move advisor books in weeks, not months. Purpose-built for advisor transitions and shaped around real operational workflows, it helps firms automate the work that slows repapering, onboarding, account transfers, documentation, CRM updates, and compliance review. It brings transition execution into a single secure workflow, helping teams reduce manual coordination, prevent NIGO issues before submission, and keep every step traceable. FastTrackr AI supports form pre-population from CRM and custodian data, custodian-specific logic, data completeness auditing, and pre-submission validation to reduce rejection delays that can add days or weeks to a transition. It is designed for wealth management operations where one advisor's move can involve hundreds of client accounts, many forms, exception handling, audit records, and supervised communications.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Independent advisory firms, RIAs and wealth-management practices requiring a solution to manage portfolios, client relationships, reporting and operations in one platform
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Audience
RIA operations directors who need to automate advisor transitions, repapering, compliance tracking, and client account movement
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAdvyzon
United States
www.advyzon.com
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Company InformationFastTrackr AI
Founded: 2025
United States
fasttrackr.ai/
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Categories |
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Integrations
No info available.
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Integrations
No info available.
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