Kevin Hughes, President, Financial Planning at Advyzon, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how Advyzon is adding financial planning features to its comprehensive platform.
Advyzon has been working to modularize its platforms, which integrate well into family office and enterprise operations. Recent upgrades include alternative investment reporting capabilities. Hughes is working to build out financial planning functionality.
Advyzon is an all-in-one platform that improves advisor workflow by allowing the input of client data into a single system. The seamless workflows will embed financial planning widgets across the platform. Hughes is meeting with clients and advisors to get holistic feedback on the financial planning functionality and product features.
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