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20h • General discussion
2026 Advyzon Goalzzz
How do you plan to use Advyzon better next year?
- We've added lots of workflows but are barely using them - the team is small and people mainly just communicate on Teams about things that need done... so we haven't really adopted tasks/workflows
- We also want to launch some tax-loss-harvesting models so will be learning the ins and outs of that on Advyzon
What we've done this year:
- We have uploaded a client contract to each household under the "Contracts and Dates" section
- We've also been focused on getting updated risk assessments and adding those to Advyzon
- We launched client portals
- We're using monthly billing, rebalancing, model management
- Tracking monthly net new assets with the Global Cash Flow report
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2026 Advyzon Goalzzz
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