Case Study: Messmer Financial saves time and cuts technology costs with Advyzon

How upgrading to Advyzon allowed Chris Messmer to save nearly 40 hours of work per month

Messmer Financial, led by Christine “Chris” Messmer, is a Pennsylvania-based CFP® and Registered Investment Advisor with about $130M in assets under management. As the firm grew, its older technology could not keep up with administrative demands, and portfolio reporting alone could take up to two weeks, leaving Chris spending too much time on manual tasks instead of focusing on clients and growth.

After being recommended by her custodian, Messmer Financial implemented Advyzon’s web-based platform for reporting, billing, CRM, and integrated custodial data. Advyzon helped streamline her workflow, reduce logins to one, and improve client portals, resulting in more than two weeks of administrative time saved per quarter, about $30,000 in annual technology cost savings, and nearly 150% AUM growth over four years.

Messmer Financial

Christine Messmer

Owner