{ "media_type": "text", "post_content": "Advyzon.... I'm looking for your opinion on it, including functionality of the CRM and client experience. Anyone use this or a competitor of theirs? ", "post_id": "5ae90403bf357e00181a7ec6", "reply_count": 5, "vote_count": 1, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

Advyzon.... I'm looking for your opinion on it, including functionality of the CRM and client experience. Anyone use this or a competitor of theirs?

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Thanks for the comments. We're setting up our RIA and have looked at redtail and adding Orion for aggregation, etc. Advyzon looks interesting and we have a demo scheduled.

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Never heard of Advyzon. I checked out their website though- interesting. We have used Black Diamond for the past 5 years, great company - always making very useful updates. Good technology, very nice client facing login as well. They recently added a CRM component to their software (we use SalesForce and chose not to make that migration).

I have heard good things about Orion, had a few demos several years ago. Nearly all of our independent advisers use red tail (they integrate well). We had to go with Black Diamond because they were one of the very few that we could pull in outside assets like 401k assets, HSA’s, along with the assets we manage.

We use redtail and black diamond for the same reason as the poster above me. We needed multiple interventions due to us being a hybrid.

We use Redtail for CRM, have black diamond and Morningstar workstation for actual portfolio management and Emoney for planning and customer presentations. Advantage One for customers to be able to access their accounts for informational purposes. All in we pay just under $1000 a month for technology.

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