Advyzon CRM review

Advyzon CRM is one module of an all-in-one advisor platform that also covers portfolio management, performance reporting, fee billing, rebalancing, secure document management, financial planning and a client portal with a mobile app. The CRM brings emails, meetings, notes, tasks, opportunities, planning details and portfolio information into one client view, which is the main advantage over a stand-alone CRM. Advyzon AI prepares meeting summaries of recent activity, open items and relevant documents, flags client milestones, missing information and stalled opportunities, and turns meeting notes into tasks and workflow steps you review and approve. Microsoft 365 and Google Workspace integrations keep email and meetings on the client record. Advyzon cites the 2025 Kitces Report as ranking it first in CRM satisfaction. The drawback is cost transparency: there is no public price, so you need a demo, and firms that keep reporting with another vendor lose much of the benefit.

Who it is for

RIAs that want CRM and portfolio reporting from one vendor

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Relationships, tasks, opportunities, workflows, alerts and communications in one CRM
• Advyzon AI meeting prep with summaries of recent activity, open items and documents
• Alerts for client milestones, missing information and stalled opportunities
• Microsoft 365 and Google Workspace integrations
• Part of a platform with portfolio management, reporting, billing, rebalancing and a client portal

Strengths and weaknesses

• Strength: CRM sits on the same platform as reporting, billing and the client portal
• Strength: Planning details and portfolio information appear in the client view
• Strength: Advyzon cites the 2025 Kitces Report ranking it first in CRM satisfaction
• Weakness: No published price; Advyzon asks firms to request a demo
• Weakness: Best value only if you also use Advyzon for portfolio management
• Weakness: No self-serve free trial is listed on the CRM page

Key facts

• Pricing: By demo and quote
• Email and calendar: Microsoft 365, Google Workspace
• Platform modules: Portfolio management, reporting, billing, CRM, document management, rebalancing, client portal

Where it ranks

Advyzon CRM is No. 3 in our Best CRM for Financial Advisors verdict.