Case Study: TFG Advisors streamlines operations and improves client service with Advyzon

How implementing Advyzon allowed TFG Advisors to refocus their efforts on business growth and client service

TFG Advisors, a Michigan-based registered investment advisor managing about $250M in assets with a team of six advisors, was relying on legacy technology that made it hard to consolidate systems, maintain data integrity, and keep up with billing and reporting. As the firm changed ownership, it needed a better integrated solution with its custodian and an online client portal, so it turned to Advyzon.

Advyzon implemented a single technology platform that combined account and CRM data, automated daily imports and reconciliations from multiple custodians and data sources, and provided a client portal and flexible reporting tools. With Advyzon, TFG Advisors reduced quarterly reporting and billing from multiple days to less than a day, improved timeliness of account updates, and was able to focus more on client service and growth, contributing to increased AUM and revenues.

TFG Advisors

George Barnhart

Owner/Managing Member