16d • General discussion
Converting from Orion to Advyzon
Just sharing - We converted to Advyzon about 2 years ago from Orion. Short summary: We have zero rejects and have really been impressed with Advyzon. We were also able to migrate from iRebal to use Advyzon's Quantum trading platform...that was also pretty seemless.
Couple of items:
1) We thought the conversion would take 6 months (before we would be fully transitioned), it was less than 3 months. We did spend time on the tutorials in advance, which was a big help. We did not have any data hiccups. Everything transitioned, including history from our inception with TDAmeritrade/Schwab.
2) We had some billing mismatches, but we discovered we hadn't entered things correctly because we bill CDs at a lower fee rate. Once we corrected that, everything matched.
3) Way better report options, easier to get what you want on the reports. Also way easier to change, update and create new reports.
4) Seemless integrations between the various "apps" within the advyzon system because it is not a multitude of software being pieced together.
5) We use Redtail CRM and Advyzon is every bit if not more robust than Redtail, but it works differently and some of the mores important items we use are complex on Advyzon. We moved back to Redtail for the time being and await the ability to add some customization that doesn't currently exist on Advyzon.
Advyzon is great about replying and adding enhancements. They listen and seem to care about helping advisors.
It was a great move and saved us a little money.
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Converting from Orion to Advyzon
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