How to set up the Advyzon integration


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. Email and request to enable the Advyzon integration for your firm.
  2. Our team will set up the integration for you and let Advyzon know.
  3. Once you receive confirmation that the integration is enabled via email, you will be able to see client account information and balances in Advyzon. This can take a few business days.


For any additional questions, please reach out to