by ReleasedAdvyzon has formed a partnership with iCapital.
Advyzon has formed a partnership with iCapital.
The partnership will initially include data and fund activity integration from iCapital’s curated menu of alternative investment strategies into Advyzon’s portfolio-reporting platform, as well as a seamless single sign-on (SSO) experience from Advyzon to iCapital. Future enhancements will incorporate iCapital’s user-friendly Document Center into Advyzon’s document vault, allowing Advyzon to surface alerts and tasks such as capital calls or subscription updates that appear in Advyzon’s CRM and dashboard.
“Our innovative partnership with Advyzon exemplifies our mission to create reliable, modular end-to-end reporting and data management services for all o