Exciting News: Enhanced Reporting Software Implementation

We are thrilled to announce the upcoming implementation of a new and enhanced reporting software platform. This platform will provide our clients with detailed account performance insights, along with many other features, including comprehensive charts and graphs for those who enjoy visual data.

For clients currently receiving Blueleaf reports on a weekly basis, you will soon begin receiving two reports each week: one from Blueleaf and one from Advyzon. This transition will continue for a short period, after which all Capstone clients will exclusively receive the new Advyzon report.

We are excited to introduce our clients to the numerous features Advyzon has to offer. With access to the Client Portal, clients will be able to view account details, reports, holdings, balances, and more. Additionally, clients will have the ability to link outside accounts directly from the portal.

No impact will occur with your accounts, only enhanced reporting and features.  If you have any questions on this or how to log in and utilize the robust features, please reach out to your Capstone advisor.