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How to set up the Advyzon integration

Updated June 18, 2024 • 1 min read
Betterment Editors

Overview

Advyzon is a comprehensive platform with multiple tools to help RIAs run and scale their firms. They offer solutions for portfolio management, CRM, billing, document management, and more.

The information sent to Advyzon includes:

  • Account information
  • Positions
  • Transactions
  • Tax lots

Enabling the integration

You can set up this integration for your firm by taking the following steps:

  1. Log in to your advisor dashboard and navigate to Settings > Integrations.
  2. Select Advyzon from the list and click Connect to Advyzon.
  3. You will see confirmation that the integration has been enabled. Client account information and balances will be available in Advyzon within one business day.
Betterment Editors

Betterment’s editorial team draws on decades of combined experience to bring you clear, practical points of view on personal finance, investing, and long-term wealth. Together, we demystify money decisions, help you size up options, and share the knowledge needed to build wealth with confidence and ease.