Advyzon
7.2#22 in portfolio management softwareAndroidiOSWeb
VisitAdvyzon vs RightCapital
RightCapital
7.0#3 in wealth managementAndroidiOSWeb
VisitWhat both publish
| Fact | Advyzon | RightCapital |
|---|---|---|
| Company | Advyzon says it was founded in 2012 and is headquartered in Chicago, Illinois. | RightCapital says it was founded in 2015 by brothers Shuang Chen and Song Chen. |
| Headquarters | Chicago, Illinois | 2 Enterprise Dr Ste 508, Shelton, CT 06484-4640, United States |
| Purpose | Advyzon is an all-in-one technology platform built for advisory firms. | RightCapital is financial planning software built to simplify planning, enhance client engagement, and help financial advisors scale. |
| Support | Advyzon says its Service Team provides a direct line to experts familiar with each firm's work and offers personalized support. | Advisor support is available by chat, phone, email, and scheduled case reviews Monday through Friday, 9:00 am to 6:00 pm Eastern Time. |
Advyzon plans
No prices published.
RightCapital plans
- Basic$149.95
- Premium$209.95
- Platinum$254.95
- EnterprisePriced on request
Pick Advyzon if…
Advyzon suits advisory firms seeking portfolio, client relationship, reporting, and document tools in one platform. Its enterprise offering is described for RIAs, broker-dealers, and bank trusts with assets greater than $10 billion.
Pick RightCapital if…
It is intended for financial advisors who need retirement, tax, insurance, investment, estate or other planning tools and client-facing summaries. Its portal and mobile app also support clients who want to view financial details, track budgets and upload documents.