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Security & compliance
The vendor hasn’t added security or compliance details yet.
AdvyzonVerified
Portfolio management and CRM platform for advisors.
Pricing
Custom quote
Founded
2012
Team size
51-200 employees
Headquarters
Chicago, IL
At a glance
Best for
Financial Advisors
Pricing model
Custom quote
About Advyzon
Advyzon is offered through https://advyzon.com. Current public-source research did not confirm a stable, displayable numeric price for this catalog entry. No public rate card on the vendor site; quoted per firm. Third-party sources report an entry annual platform license around $6,500/year (supporting up to ~150 accounts) scaling with account volume, but this is not officially published. Cubbie therefore keeps the headline conservative and records free access separately when applicable. Buyers should use the linked vendor page for current availability, scope, and quote terms.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Advyzon
Advyzon doesn’t have a live offer on Cubbie yet — but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
Want a negotiated price? Request a quote for Advyzon and Cubbie routes it to the vendor and our procurement team.