Advyzon
Advyzon is a technology company that provides an all-in-one, cloud-based platform for independent financial advisors and wealth management firms, combining portfolio reporting, billing, CRM, client portal, and document management in a single system. The company generates revenue through subscription fees for its software and related services.
- Wealth & Investment Software
- Revenue
- $25.0M
- Employees
- 130
- Founded
- 2012
- Headquarters
- Chicago Loop, United States of America
What 8 Arbolus experts think of Advyzon
The NPS distribution is moderately positive with scores ranging from 5 to 10, and 50% of respondents score 8 or above. Renewal intent is mixed, with all explicit responses from Influencers indicating uncertainty except one committed renewal at low spend. Stickiness is high among Users who have been live for over one year, while pilot stage customers (Influencers) express notable uncertainty and lower satisfaction. Key themes include stable long-term user satisfaction, with pilot-phase engagement representing the main retention risk.Overall Customer Sentiment: Positive
Who reviewed Advyzon
- C-Suite 75% (6)
- Director 12% (1)
- Manager 12% (1)
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Sentiment
0 Net Promoter Score, from 8 scored reviews- Promoters 2
- Passives 4
- Detractors 2
Cumulative NPS by month
-1 over 6 months- Feb 8
- Mar 8
- May 9
- Jun 8
- Jul 7
- Sep 7
Net Promoter Score across 1 reviews, accumulated up to each month. Category median 0 across 1 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 25%Plan to renew, by seniority
- 33% 3 answers
- 0% 1 answer
- 8/10 Average score from customers who will renew
- 6.7/10 Average score from undecided customers
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