Advyzon has been named the best All-In-One software solution for the 8th consecutive year, capturing the top spot in multiple categories of the 2025 T3 / Inside Information Advisor Software Survey.
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| Advyzon achieves remarkable growth and client satisfaction ratings, increasing market share and solidifying its place as a leader in the wealthtech industry in 2025. Image: ChicHue |
Dallas, Texas, USA — March 7, 2025:
Advyzon, the comprehensive wealthtech platform and portfolio management solution, has earned top honors for the eighth consecutive year in the 2025 T3 / Inside Information Advisor Software Survey. The company achieved the highest rating in the All-In-One Software category (8.88), further solidifying its market dominance with an impressive 9.96% market share, making it the market leader for the first time.
The results, announced at the 2025 T3 Technology Conference in Dallas, reflect Advyzon’s rapid growth and the exceptional satisfaction it consistently delivers to its clients. The survey, produced by Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information, has become a key industry benchmark for evaluating financial advisor software solutions.
“We’re incredibly proud to consistently earn top rankings in this industry-leading survey,” said John Mackowiak, Chief Revenue Officer at Advyzon. “Client satisfaction isn’t just a metric for us – it’s a reflection of the meaningful impact we’re making. The feedback we receive from our clients and partners confirms that we’re not just creating software; we’re delivering powerful solutions that truly transform the way financial advisors engage with their clients.”
The survey highlighted Advyzon’s rise across multiple categories, where it earned the highest satisfaction ratings in five major areas. In the All-In-One Software category, Advyzon secured the top spot with an 8.88 rating, increasing its market share from 3.12% to 9.96%. The report notes Advyzon’s evolution, which now includes a sophisticated rebalancing solution and an upgraded CRM with advanced workflow capabilities.
In the CRM Programs category, Advyzon earned an 8.49 rating, rising from a 3.12% market share to 11.84%. The platform’s significant investment in CRM capabilities and workflow automation has generated high user enthusiasm. Advyzon also saw a strong performance in Portfolio Management/Reporting Tools, where it earned an 8.73 rating, reflecting its rapid growth with market share increasing from 3.77% to 11%.
In Document Management, Advyzon more than tripled its market share, jumping from 1.99% to 6.77%, with an 8.48 client satisfaction rating, outperforming consumer solutions like Microsoft and Box.com. Advyzon also gained traction in Trading/Rebalancing Tools, increasing its market share from 1.27% to 5.22% with an 8.18 rating, reflecting the rapid adoption of its rebalancing platform.
Thanks to these stellar results, Advyzon was named a “Software All Star” for its outstanding performance in client satisfaction and market share across all five categories. The company also gained significant traction among larger advisory firms, as the report noted Advyzon’s rapid expansion and growing influence in the wealthtech sector.
Advyzon’s ability to maintain a cohesive, in-house developed platform distinguishes it from competitors that have relied on acquisitions to build out their offerings. “Building it ourselves has really given us – and our users – an advantage, and the seamless experience allows advisors to be more efficient and focus on what they do best,” said Mackowiak.
The company continues to enhance its platform based on user feedback, further solidifying its position as an industry leader. With more big developments expected in 2025 and beyond, Advyzon’s future in the wealthtech space looks brighter than ever.