Advyzon CRM Training

 

Moderator:

Rand Millwood, CFP, CIMA, AIF

Description:

Brief training video outlining Advyzon capabilities, Guardian Wealth Advisor’s CRM & Performance Reporting system.

This video is brought to you by Guardian Wealth Advisors. Our goal is to provide simplified training solutions specific to GWA’s technology platforms. This video discussion focuses on Advyzon topics such as:

  1. Advisor Dashboard

  2. Client/Household, Account and Contact level CRM capabilities

  3. Client Overview page

  4. Client Portal

  5. Performance Reporting

  6. Support Resources

To access additional information, visit Advyzon’s Support Knowledge Base or Advyzon U for training courses.

This video was recorded on 5/12/21. This material is provided for informational use only.

Copyright © Guardian Wealth Advisors 2019