Financial Planning Solutions for Financial Institutions and Independent Practitioners

An intuitive platform built for financial advisors by financial advisors. Harness your industry knowledge and our robust technology to deliver plans to meet any client’s goal.

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Independent Advisors
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Enterprises
Just announced, Advizr Workplace and Advizr Accelerate. Learn more here.
Advizr Solutions

Advizr is a powerful platform built to assist financial advisors in establishing long term relationships with their clients. We provide advisors the technology necessary to simplify retirement, large purchase, life insurance, long-term care planning, and other financial goals.

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Advizr Workplace

Advizr Workplace is a financial wellness program for employers to maximize their employees’ financial health, thereby increasing their overall productivity.  Our hybrid financial planning platform allows participants to plan on a self-directed basis or through an advisor from a designated advisory partner.

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Advizr Plan
The same intuitive and sophisticated financial planning solution you are accustomed to, now with enhanced capabilities: Social Security Optimization, Total Protection Analysis (Disability, Life and LTC), Live Multiple Scenario Planning and more.
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Advizr Accelerate

You no longer need to plan and execute in different solutions. Accelerate is a native solution that allows you to execute investments, insurance and more, straight from the Advizr solution.

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Options for Independents or Enterprises
For Independent Advisors

The best financial planning software for advisors

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For Enterprises

Services to meet the gamut of institutional needs

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The Advizr Experience
Data Discovery
Flexibility for either the client or advisor with a complete profile on Advizr's platform.
Aggregate Accounts
Our aggregation engine links accounts directly with our custodian or performance reporting partners.
Scenario Planner/What Ifs
Financial plans are created, calibrated and optimized by our algorithms for advisors to fine tune.
Powerful Reporting
Create milestones and track performance of your client’s progress towards their financial plan.
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Independent Advisors
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Enterprises
Engage with Advizr Express

A free lead generation tool designed to provide your prospects with a snapshot of their retirement readiness. Embed Advizr Express onto your website and use as a mobile prospecting tool.

Learn More About Advizr Express
Why Advisors Love Advizr

I couldn’t be happier with Advizr! I just canceled my subscription to the leader in the industry and I won’t look back. Advizr has the perfect blend of features and elegance. Everyone needs to give it a spin!”

Brian D'Aprile

The essence of Advizr: pure, simple and impactful! Advizr is a great way to complement your practice.

Bill Harris

Advizr reminds me a lot of Netflix. It’s simple, visually compelling, and the user experience gets better each month.

Greg Lessard
Sign Up for Advizr

For independent practitioners, you can request a free trial to discover the services that support a wide range of technology needs. Enterprises and organizations can schedule a demo or request that a representative give you a call.

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Independent Advisors
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Enterprises