Digitizing Financial Planning

The Most Intuitive and Powerful Planning Software


The Best Platform for your Gen X/Y Clients!


We took the best of robo-advisers, consumer facing software and existing financial planning technologies to create an unparalleled experience for you and your clients.


Advizr was recognized as The Best
Client Facing Technology
of 2015 by Bill Winterberg’s FPPAD Bits and Bytes

Announcements


  • 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

    Advizr Announces Interactive Smart Model & More

    Advizr Continues to Modernize the Financial Advisory Industry with these new additions:
    – Interactive Smart Model
    – Document Vault
    – Debt Optimizer
    – Client Dashboard
    – Advizr Presenter
    Full article here

    Finalist for Two WealthManagement.com Awards

    Advizr is nominated in two categories for the WealthManagement.com 2016 Industry Awards “Financial Planning” and “Innovation – Platform.” Awards will be announced at the end of September, please wish us luck!

  • Advizr Integrates with Wealthbox CRM

    Wealthbox CRM Users Now Can Exchange Data with Advizr’s Award-Winning and Client-Centric Financial Planning Software. Read more

    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.


Who We Work With

At Advizr, our priority is to make you and your practice as successful as possible.
As such, we carefully select the companies we work with in order to provide you with as much value as possible.
We are very proud to be working with these great companies:


Veo®

Advizr is now integrated with Veo®, TD Ameritrade Institutional’s powerful account management and trading platform. Streamline your business processes and access your Veo client data with Advizr for Veo®.

TD Ameritrade, Inc. and Advizr are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of, Advizr’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Advizr. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.

Schwab OpenView MarketSquare™

Advisor ratings and reviews for Advizr are available on Schwab OpenView MarketSquare™

Schwab OpenView MarketSquare™ is a service of Schwab Intelligent Technologies™ and provides consolidated ratings and reviews of technology solutions made by independent investment advisors. Unless otherwise noted, reviewed technology vendors are not affiliated with Schwab. Ratings and reviews do not express or imply any opinion or endorsement by Schwab of any participating vendor or product.


 
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    • Free Trial

      Thank you for your interest in Advizr!

      Please fill out the form and we will e-mail you details of your free trial as soon as possible.