Advyzon Client Portal FAQ

We recently rolled out a new client portal through Advyzon. Check out the FAQ below for more information!

Q: What is the Advyzon client portal?

A: An interactive dashboard that provides a comprehensive view of your Taurus Capital investment accounts with customizable portfolio and performance information at your fingertips. 

Q: What if I haven’t received an invite for Advyzon yet?

A: Please reach out to your advisor or Skye Troy (skye@tauruscap.com) and we can help ensure you are set up.

Q: Is this replacing eMoney? 

A: No, eMoney is still our financial planning software, and Advyzon does not replace that.

Q: How is Advyzon different from logging into Schwab?

A: The Advyzon client portal provides you with more detailed and adjustable views of your investments, including account balances, asset allocation, performance data, market benchmarks, and more. We will also use Advyzon to provide quarterly portfolio reports starting this month. You'll get an email notification when a report is ready and can log in anytime to view or download it.

Q: Is there a mobile version or app? 

A: Yes! Once you have set up access to your Advyzon portal on a computer, you can use the same log-in credentials for the myAdvisorLink client portal mobile app.

Q: Can I see my spouses & kids accounts? 

A: As a default, you will be able to see all accounts under your household. We can adjust viewership as desired.

Q: Why don't the values match Schwab's?

A: The values should be very close, but if there is a discrepancy, it is due to the timing of when each firm receives the valuation data.

Q: Is my information secure?

A: Your security is our priority. When you access your financial information through the Advyzon client portal, your data is protected by multiple layers of security.

🔒 Secure Login Your portal is protected by two-factor authentication, meaning access requires both your password and a second verification step — so even if your password is compromised, your account stays protected.

🔐 Encrypted Data All information transmitted through the portal is encrypted using industry-standard SSL/TLS technology — the same type of encryption used by banks and financial institutions.

📁 Secure Document Sharing Statements, tax documents, and other sensitive files are stored and shared through an encrypted document vault, accessible only to you and our team.

Q: Who do I connect if I need help with Advyzon? 

A: Please reach out to your advisors or Skye Troy (skye@tauruscap.com) with any questions. If you would like help walking through the features or navigating the portal, we are happy to schedule time with you. We look forward to hearing your feedback as you begin using it!