Case Study: Burford Brothers achieves efficient breakaway growth with Advyzon

How breaking away with Advyzon gave Burford Brothers the reliable technology they needed to become independent

Burford Brothers, a father-son advisory team in Dallas, TX, broke away from a large broker-dealer in 2019 and needed technology that could support their move from a transactional model to a fee-only business. They turned to Advyzon for a comprehensive platform, including performance reporting, billing, and CRM, to help them manage the transition quickly and efficiently.

Advyzon provided Burford Brothers with reliable reporting and billing tools, strong CRM integrations, and support during implementation, allowing the firm to switch custodians, streamline client communications, and keep client information updated in one system. The result was a smoother breakaway and a scalable technology foundation for growth, with Burford Brothers reporting that Advyzon continued to exceed expectations through consistent updates and responsive support.

Burford Brothers

Charlie Burford

Advisor