Advizr Core

75% of households have no written financial plan. We empower advisors with a self-directed planning platform, allowing them to provide holistic advice to hundreds of clients.

Page 1.png

Advizr Core Features

Client Portal

Simple, elegant, easy to navigate portal for your clients to complete needed data entry, access their plans and view cashflow and budgeting

Data Aggregation

Using industry-leading data aggregation partner Quovo, your clients can connect accounts from more than 10,000 institutions

What ifs

Model multiple plan variants and illustrate the impact of decisions and market conditions for clients in real-time

Insurance Tools

Use known assets, estimated expenses and projections to deliver robust insurance planning guidance so clients maintain the necessary coverage for life, disability, healthcare and long-term care needs

Reporting

Web portals are great for tech-savvy clients, but following up with customizable, easy to understand PDF reporting provides clients with action steps and a snapshot in time of their finished financial plan

Integrations

More than a dozen integrations with industry technology platform leaders like Riskalyze and Redtail, along with custodian integrations with TD Veo and Charles Schwab allow for client aggregation and more

Frustration-Free Planning

We've simplified many of the time-consuming, cumbersome manual configuration options, helping you get from data entry to finished plan quicker.

Laptop 1.png

Leading the way with training & support

Our experts and an in-house advisors are here to help and answer questions so you confidently deliver plans, regardless of complexity.

coaching support

Ready to start using Advizr Core to deliver
simpler, actionable plans?

REQUEST A DEMO