Digitizing Financial Planning

Deliver More Plans, Help More Clients!


Built by financial advisors for financial advisors


Develop income distribution and tax planning strategies. Provide your clients with comprehensive life, disability and LTC planning.


The Leaders Group, the premier broker-dealer for BGAs, selects Advizr as exclusive financial planning software for financial advisors.

Announcements


  • Advizr Secures
    $7 million in
    Series A Funding

    Franklin Templeton leads prominent group of investors including SEI, IA Capital, and Fenway Summer to invest in innovative, growing financial planning technology company.”  Full release

    Finalist for WealthManagement.com Award

    Advizr is nominated in the category of Technology Providers: Financial Planning for the WealthManagement.com 2017 Industry Awards. Winners will be announced at the end of September, please wish us luck!

    Advizr and Redtail CRM integration
    Advizr and Redtail CRM integration

    Advizr is excited to be integrating our financial planning platform with Redtail’s CRM software. Starting today, financial advisors using both solutions benefit from a seamless data transfer from their CRM into Advizr. Read more about our integration with Redtail here.

  • Advanced Functionality For Retirement Income Planning

    Advizr, the up and coming software solution in the industry, known for its intuitive and easy to use platform, is adding advanced modules to its financial planning solution. Read about it here

    Broker-Dealer The Leaders Group Selects Advizr

    “We are very excited to welcome Advizr to The Leaders Group family. We always look to the future, and in doing so, we see that Advizr is about to become the new 500 lb. gorilla, and is several years ahead of the tech curve.”
    – Sean Wickersham, The Leaders Group EVP of Operations and Marketing
    Full release

    Advizr CEO recognized as one to watch in 2017

    Advizr CEO Hussain Zaidi is listed and recognized by WealthManagement.com as one of its Top Ten to Watch in 2017. See his profile here

  • Proudly announcing our new partnership with SS&C Advent

    SS&C Bolsters the Black Diamond Wealth Platform with New Partnership with Advizr.
    Read more here

    A Match Made in Heaven

    Riskalyze and Advizr users are now able to automatically import their entire Riskalyze model portfolio set into Advizr with the click of a button and directly guide their clients to the most appropriate product/investment mix. Read more

    Best Client Facing Software Recognition!

    In his annual round-up of Best Adviser Technology, Bill Winterberg of FPPad Bits and Bytes recognized Advizr as the Best Client Facing Technology of 2015. The full recap and awards video can be found here

The Advizr Experience


No Training Required

Advizr is the most intuitive financial planning software in the market! It’s so easy to use that you can start planning right away!

Self Directed or Advisor Driven

We provide the tools to involve your client as much as you would like. Invite your client to complete our data collection wizard or do it yourself. Your choice!

Highly Collaborative

Sit side by side with your client to complete a plan in minutes. Create and tweak plans with your clients in real-time. It’s that simple!

Simplified Complexity

Our sleek interface hides a myriad of powerful tools to serve your clients. Social security? Pensions? Annuities? RMDs? Yes, we handle all of them and more!

Excite and Engage with Advizr Express

A free, stand-alone lead generation tool that connects to Advizr, our financial planning platform

EMBED


ENGAGE


CONVERT


Why Advisors Love Advizr


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


    Bill Harris

    WH Cornerstone Investments

    www.whcornerstone.com

  • “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

    WealthStrategies Financial Advisors

    www.wsfaonline.com

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


    Greg Lessard

    Aspen Leaf Partners

    www.aspenleafllc.com

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


    Bill Harris

    WH Cornerstone Investments

    www.whcornerstone.com

  • “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

    WealthStrategies Financial Advisors

    www.wsfaonline.com

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


    Greg Lessard

    Aspen Leaf Partners

    www.aspenleafllc.com

How it Works


DATA DISCOVERY


Client and/or advisor completes data discovery through Advizr’s live client portal.


AGGREGATE ACCOUNTS


Use our aggregation engine or link accounts directly with our custodian or performance reporting partners.


CALIBRATE PLAN


Financial plan is created, calibrated and optimized by our smart algorithms for advisor to fine tune.


SOCIALIZE


Present, discuss and collaborate live on final adjustments of the plan with your client.


MONITOR


Client and/or advisor can track real-time performance in the Advizr client portal.


    • Free Trial

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