How to set up the Advyzon integration Jun 18, 2024 1:47:30 PM 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: Log in to your advisor dashboard and navigate to Settings > Integrations. Select Advyzon from the list and click Connect to Advyzon. You will see confirmation that the integration has been enabled. Client account information and balances will be available in Advyzon within one business day.