...you're working on currently in Advyzon.

How do you plan to use Advyzon better next year? - We've added lots of workflows but are barely using them - the team is small and people mainly just communicate on Teams about things that need done... so we haven't really adopted tasks/workflows - We also want to launch some tax-loss-harvesting models so will be learning the ins and outs of that on Advyzon What we've done this year: - We have uploaded a client contract to each household under the "Contracts and Dates" section - We've also been focused on getting updated risk assessments and adding those to Advyzon - We launched client portals - We're using monthly billing, rebalancing, model management - Tracking monthly net new assets with the Global Cash Flow report

I did a fresh demo of Auria by Advyzon and saw they have Projects and now even Marketing apps (this one I don't seem to have)... Wondering if anyone is using these? For info on the Marketing App, asking the AI chatbot about it.

I'm excited to share several of Advyzon's 2025 November upgrades to their workflow application that will make your life and mine much easier! ✨ New Workflow Triggers & Action ✨ Tag Added Trigger: Automatically starts a workflow when a specific tag is added to a record. Upcoming Activity Trigger: Launches workflows based on upcoming Task or Calendar Event dates. Initiate Mail Merge (New Action!): Runs a mail merge directly from within a workflow—no extra steps required. 📌 Activity Management Enhancements 📌 Related Advisor in Notes: Notes now automatically display a “Related Advisor” field for better context and filtering based on the related record(s). Dynamic Reviewer Assignment: We now have the ability to assign reviewers by user, advisor team, or servicing group in Tasks, Manual Decisions, and Events. Tip: If no Reviewer is desired/needed for a Manual Decision (Reviewer is now a required field), you may select 'Specific Assignee' and leave the subsequent field blank. ⚙️ Workflow Builder Improvements ⚙️ You can place Manual Decisions directly after other Manual Decisions. This was included in a previous update, but I'm including here again since it's SUCH a powerful tool for optimizing the flexibility of decision paths. Workflow steps can now be copied and pasted, making workflow build-outs faster than ever 👍👍 . Big steps toward smoother, smarter workflows. Happy building to all of you Advyzon users!🎉🎉🎉

Just sharing - We converted to Advyzon about 2 years ago from Orion. Short summary: We have zero rejects and have really been impressed with Advyzon. We were also able to migrate from iRebal to use Advyzon's Quantum trading platform...that was also pretty seemless. Couple of items: 1) We thought the conversion would take 6 months (before we would be fully transitioned), it was less than 3 months. We did spend time on the tutorials in advance, which was a big help. We did not have any data hiccups. Everything transitioned, including history from our inception with TDAmeritrade/Schwab. 2) We had some billing mismatches, but we discovered we hadn't entered things correctly because we bill CDs at a lower fee rate. Once we corrected that, everything matched. 3) Way better report options, easier to get what you want on the reports. Also way easier to change, update and create new reports. 4) Seemless integrations between the various "apps" within the advyzon system because it is not a multitude of software being pieced together. 5) We use Redtail CRM and Advyzon is every bit if not more robust than Redtail, but it works differently and some of the mores important items we use are complex on Advyzon. We moved back to Redtail for the time being and await the ability to add some customization that doesn't currently exist on Advyzon. Advyzon is great about replying and adding enhancements. They listen and seem to care about helping advisors. It was a great move and saved us a little money.