Imvyzia
Win more clients with data-driven proposals.
"Imvyzia empowers RIAs to create compelling, customized proposals and sales collateral. The platform streamlines the business development process, enabling advisors to efficiently present their value proposition and win new clients. Firms use Imvyzia to standardize their sales process, improve client acquisition rates, and ensure consistent messaging."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"Imvyzia helps RIAs win new clients by generating data-driven and personalized investment proposals."
Competitive Strengths
Adoption Hazards
Alternative Peer Landscapes
3Equity
Actionable business intelligence for RIA operational excellence.
401GO
Simplified 401(k) implementation and management for RIAs.
AbsoluteCapital
Comprehensive held-away asset management for RIAs.
Absolute Engagement
Unlock client loyalty with data-driven engagement.
Acclivity
AI-powered client engagement for modern RIAs.
AdvicePay
AdvicePay: Modern billing for modern financial advisors.