{"id":11930,"date":"2026-08-06T22:01:14","date_gmt":"2026-08-06T22:01:14","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=11930"},"modified":"2026-08-06T22:52:19","modified_gmt":"2026-08-06T22:52:19","slug":"advyzon-integration","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/advyzon-integration\/","title":{"rendered":"Advyzon Integration"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.advyzon.com\/\">Advyzon<\/a> is a comprehensive wealth management platform that helps financial advisors manage portfolios, client relationships, financial planning, reporting, and compliance from a single, integrated solution.<\/p>\n\n\n\n<p>GReminders has integrated with Advyzon to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Facilitate Scheduling<\/li>\n\n\n\n<li>Use data from Advyzon to Improve Meeting Prep (Pre Meeting Briefs)<\/li>\n\n\n\n<li>Write Notes and Tasks back to Advyzon post AI Notetaker<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Setup<\/h2>\n\n\n\n<p>Go to Advyzon and click on Integrations and find GReminders in the Partner Integration section:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"698\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-partner-integration-1024x698.jpg\" alt=\"\" class=\"wp-image-11931\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-partner-integration-1024x698.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-partner-integration-300x204.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-partner-integration-768x523.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-partner-integration.jpg 1481w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Next toggle the Integration ON and enable both Single Sign On and API Access, this will force you to login to GReminders.   Login and Accept.<\/p>\n\n\n\n<p>Click SAVE<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"698\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-integration-save-1024x698.jpg\" alt=\"\" class=\"wp-image-11932\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-integration-save-1024x698.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-integration-save-300x204.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-integration-save-768x523.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-integration-save.jpg 1481w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Note: each of your Advyzon Users that have a corresponding GReminders login must perform this action.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Scheduling<\/h2>\n\n\n\n<p>Install the <a href=\"https:\/\/chromewebstore.google.com\/detail\/greminders-sidebar\/fipiiahemocaphlaiflficiopcimhdal\">Chrome\/Edge Browser Extension<\/a>. With this Extension you get the Scheduling and Pre Meeting Prep Buttons.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"637\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/08\/advyzon-scheduling-1024x637.jpg\" alt=\"\" class=\"wp-image-12053\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/08\/advyzon-scheduling-1024x637.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/08\/advyzon-scheduling-300x186.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/08\/advyzon-scheduling-768x477.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/08\/advyzon-scheduling-1536x955.jpg 1536w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/08\/advyzon-scheduling.jpg 1562w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Click on the Schedule button and access all your Event Types, along with other people&#8217;s Event Types. When using these links it will automatically populate the clients information when booking. In the example above, Fred Flintstone, his email, phone, etc&#8230;<\/p>\n\n\n\n<p>Meeting Prep will allow you generate a <a href=\"https:\/\/www.greminders.com\/articles\/pre-meeting-briefs\/\">Pre Meeting Brief<\/a> AND allow you to generate an <a href=\"https:\/\/www.greminders.com\/articles\/one-click-client-presentations\/\">AI Client Presentation<\/a> using that content.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Using with AI Notetaker<\/h2>\n\n\n\n<p>Navigate to an AI Notetaker Record. From here when you push AI Notes back you can pick from any Advyzon Contacts.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"698\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-notes-writeback-1024x698.jpg\" alt=\"\" class=\"wp-image-11933\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-notes-writeback-1024x698.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-notes-writeback-300x204.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-notes-writeback-768x523.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-notes-writeback.jpg 1481w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You can do the same with Tasks.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"698\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-tasks-1024x698.jpg\" alt=\"\" class=\"wp-image-11934\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-tasks-1024x698.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-tasks-300x204.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-tasks-768x523.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/advyzon-tasks.jpg 1481w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>See them in Advyzon<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"698\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/tasks-notes-advyzon-1024x698.jpg\" alt=\"\" class=\"wp-image-11937\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/tasks-notes-advyzon-1024x698.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/tasks-notes-advyzon-300x204.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/tasks-notes-advyzon-768x523.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/07\/tasks-notes-advyzon.jpg 1481w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Leveraging Advyzon Data for Pre Meeting Briefs<\/h2>\n\n\n\n<p>If you have a meeting with someone we will automatically search Advyzon Notes to pull recent notes or data from Advyzon to <a href=\"https:\/\/www.greminders.com\/articles\/pre-meeting-briefs\/\">enrich Pre Meeting Briefs<\/a>.  <\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>That&#8217;s It<\/p>\n\n\n\n<p>Need Help?  Email to support@greminders.com<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Advyzon is a comprehensive wealth management platform that helps financial advisors manage portfolios, client relationships, financial planning, reporting, and compliance from a single, integrated solution. GReminders has integrated with Advyzon to: Setup Go to Advyzon and click on Integrations and find GReminders in the Partner Integration section: Next toggle the Integration ON and enable both [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":11939,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37,80],"tags":[],"class_list":["post-11930","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-integrations","category-ai-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Advyzon Integration - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/advyzon-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Advyzon Integration - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"Advyzon is a comprehensive wealth management platform that helps financial advisors manage portfolios, client relationships, financial planning, reporting, and compliance from a single, integrated solution. 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