Case Study: Schaefer Financial Management preserves 25+ years of data with Advyzon

Implementing Advyzon allowed Schaefer Financial Management to upgrade technology without compromise

Schaefer Financial Management, a Centennial, Colorado-based fee-only RIA founded in 1987, needed to replace a legacy advisor technology platform it had used for more than 25 years. The firm’s biggest challenge was finding a modern solution that could migrate its full history of account and CRM data without forcing compromises, and it needed a partner flexible enough to work the way the firm operated.

Advyzon implemented its cloud-based advisor technology platform, including reporting tools and CRM, and worked closely with Schaefer Financial Management to convert more than 25 years of historical data. The result was a successful migration with real-time issue resolution, improved daily data importing, and continued access to frequent platform enhancements, helping the firm support $658M in AUM across 2,000 accounts with 6 advisors.

Schaefer Financial Management

Jeff Schaefer

Founder