Advyzon
7.2#22 in portfolio management softwareAndroidiOSWeb
VisitAdvyzon vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Advyzon | Sharesight |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Audience | Advyzon Enterprise Solutions is described as serving firms with assets greater than $10B, including RIAs, broker-dealers, and bank trusts. | Sharesight says its tracker is designed for first-time investors, experts and enterprises in more than 150 countries. |
| Founded | 2012 | 2006 |
| Headquarters | Chicago, Illinois | Wellington, New Zealand and Sydney, Australia |
| Mobile app | The product navigation identifies a Client Portal and Mobile App. | The mobile app is read-only, supports up to 10 portfolios and a watchlist of up to 100 investments, and is available on iOS and Android. |
| Performance reporting | Yes | Yes |
| Product | Advyzon describes itself as a unified wealth management technology platform for advisory firms. | Sharesight is an online portfolio and dividend tracker that automatically tracks price, performance and dividends across 700,000+ global stocks, crypto, ETFs and funds. |
| Risk analysis | Yes | Yes |
| Support | Advyzon says its Service Team provides a direct line to experts familiar with each firm's work and offers personalized support. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
| Tax-lot tracking | Yes | Yes |
Advyzon plans
No prices published.
Sharesight plans
- FreeFree
- Starter$7 a month
- Standard$18 a month
- Premium$23.25 a month
- Business (5-19 portfolios)$13.50 a month
- Business (20-49 portfolios)$12 a month
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 Sharesight if…
Sharesight suits investors who want to track holdings, dividends and portfolio performance, including people combining investments with cash accounts or property. Its Business plan is designed for accountants, advisors and family offices managing client portfolios.