WealthTech Today Ep. 229: The Breakaway Blueprint, with Advyzon
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Mar 5, 2024 Dirk Pearson, COO of AdviseOn, played a key role in developing their innovative platform, while John Makowiak, Chief Revenue Officer, sheds light on their technology. They discuss AdviseOn’s groundbreaking Quantum portfolio rebalancer and its impact on advisors transitioning from larger firms. Their conversation dives into enhancing client engagement with customizable portals and automated CRM systems. The duo emphasizes the importance of user experience and tailored solutions in streamlining operations and enriching client relationships.
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Quantum Rebalancer's Advanced Features
- Advyzon's Quantum rebalancer supports household level trading with asset location optimization across multiple account types.
- It provides flexibility for team-based breakaway advisors to manage models, tax loss harvesting, and security equivalencies effectively.
Integrated CRM Enhances Workflow
- Advyzon built their CRM in-house fully integrated into their platform for seamless advisor workflows.
- Emails, notes, client data, and documents are unified for efficient client interaction without switching systems.
Automate Workflow Triggers
- Use Advyzon's automation workflow triggers to streamline client review scheduling and communication.
- Automate report generation, meeting invites, and client tasks to increase firm efficiency and reduce manual effort.