I just wanted to say to RIAs that I made the switch from Morningstar Office to Advyzon and Advyzon is amazing. I highly recommend Advyzon. Everything about it is better. You will know much more about your business with their Dashboard widgets, it will provide way better reporting…
@advyzon That time of year when the ADV dashboard takes the cake, but I was blown away the first day I saw the Dashboard view for my firm. I had never had such a clear distillation of my entire company history (and future promise) in one place before.
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