A standalone IT solution - built for the advice industry
Advizo Tech is not another CRM.
It’s not software you need to learn.
It’s the IT backbone your firm has always needed.
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Whether you use Advizo, another CRM, or your network’s system, Advizo Tech plugs in underneath your business and handles everything your CRM doesn’t cover.
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We help you create a business that is:
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organised
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secure
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compliant-ready
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professional
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scalable
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No system changes. No migrations.
Just a stronger, more efficient firm.
Why firms choose Advizo Tech - even without the Advizo command centre
✔ A complete IT solution in one place
Your email, security, devices, SharePoint, website and phone systems - centralised, protected and managed.
✔ Industry-specific
We only work with FCA-regulated advice firms.
Your tech setup is built with your compliance, workflow and data security needs in mind.
✔ One provider for everything
Instead of dealing with multiple IT companies, hosting companies, website freelancers and internal fixes.
Advizo Tech becomes your single point of support.
What Advizo Tech provides
Microsoft 365 & Email Security Setup
Built specifically for mortgage and financial advisers:
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Domain email setup
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MFA & identity protection
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Device security
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Conditional access rules
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Encrypted storage
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FCA-friendly data configuration
Website, Hosting & Online Security
We can build, host and protect your website:
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Modern, fast and secure websites
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SSL & encrypted hosting
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GDPR-compliant forms
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CRM/lead integrations
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Full ongoing updates & backups
SharePoint Client File System
A professional, secure setup for your entire business:
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Structured client folders
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Adviser/admin access levels
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Encrypted cloud storage
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Version control
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Team collaboration
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Integrates with any CRM
(No Advizo system required)
Phone Systems & Communication
Professional telephony built for advisers:
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VoIP call routing
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Team numbers
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Call recording (compliance)
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Microsoft Teams calling
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Shared mailbox/phone management
IT Security & Device Management
Protecting your business against risk:
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Device encryption
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Password & identity control
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Antivirus & firewall management
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Zero-trust security policies
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Remote wipe & device tracking
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Staff permission management
Ongoing Tech Support
Our specialist team supports your firm every day:
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Helpdesk
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Remote fixes
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New staff setups
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Security updates
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Email/domain issues
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Device provisioning
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Backup monitoring
How Advizo Tech relates to the Advizo Command Centre
Advizo Command Centre = Your operations & workflow system
Leads, tasks, renewals, commissions, introducers, MI dashboards, automations.
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Advizo Tech = Your IT infrastructure & security
Email, SharePoint, devices, identity, hosting, phone systems, support.
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They work brilliantly together - but operate independently.
Firms can use:
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Advizo alone
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Advizo Tech alone
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Or both for a complete one-stop solution
Your firm - fully supported from every angle
With Advizo Tech, you get:
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✔ A modern, secure infrastructure
✔ A team that understands advice firms
✔ Stability, reliability and long-term support
✔ A simple, all-in-one tech partner
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Whether you run one laptop or a 50-adviser business - we’ve got the entire tech side handled.