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0:00:58

Customized Reporting: Adding Detailed Info #FeatureFriday

0:00:56

Alerts and Notifications: Saved Custom Filters #FeatureFriday

0:00:30

Quantum Analytics Reports #FeatureFriday

0:01:19

Easily Manage Team Member Privileges #FeatureFriday

0:02:17

Colin Gray at Pacific Sage Partners - Advisor Testimonial on Advyzon's Quantum Rebalancer

0:00:31

Save Time Rebalancing With Inline Trading #FeatureFriday

0:00:53

Customize Allocations in Blended Models #FeatureFriday

0:00:44

Organize Tasks By Assignee #FeatureFriday

0:00:48

Using Your Data to Tell Stories #FeatureFriday

0:00:37

New Account Opening Alerts #FeatureFriday

0:00:42

Set Portfolio Alerts and Triggers #FeatureFriday

0:00:51

Unlock Efficiency With Templates #FeatureFriday

0:01:02

5 Common Advisor Workflows #FeatureFriday

0:00:46

Client Details Report #FeatureFriday

0:12:07

The Benefits of a Comprehensive Platform - Lee Andreatta Presentation at the 2024 T3 Tech Conference

0:00:42

Quickly Check Clients' Account Beneficiaries #FeatureFriday

0:01:11

Step Up Your Security With 2FA #FeatureFriday

0:00:42

The Ultimate Collaborator Workspace #FeatureFriday

0:01:02

Organize All Your Activities In One Place #FeatureFriday

0:36:13

What's next in #FinTech? - 2024 Advyzon Conference

0:43:24

Advyzon enterprise solutions - 2024 Advyzon Conference

0:51:02

Build the BEST client experience - 2024 Advyzon Conference

0:02:47

Can SNEAKERS make you a better advisor? - 2024 Advyzon Conference

0:00:51

Keep Track of Client Relationships #FeatureFriday