Advizr WorkPlace makes financial wellness easy to deliver

A financial wellness technology solution designed for advisors to engage plan sponsor participants through self-directed financial planning for 10 or 100,000 employees.

 

Advizr fees can be paid by the employer plan sponsor or if certain requirements are met, by the plan itself,
if Advizr fees are plan administrative expenses. This determination is plan specific.

WM 2018 Industry Awards

Winner: 2018 WealthManagement.com
Retirement Plan Support Technology

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Advizr's Financial Wellness Mission:

Equip advisors with a scalable solution to build their practice by delivering comprehensive financial wellness to their plan participants to dramatically enhance one’s ability to take meaningful action and meet personal financial goals.

 

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Why Wellness Matters

Employers

Employers

$300B

The cost of stress to US companies each year. Leading cause of stress: finances

~13 Hrs Lost

per employee per month due to distractions from financial concerns

70%

of HR professionals say financial
problems impact employee performance

Employees

employees

70%

of employees stated financial matters cause the most stress, costing $413 more in healthcare expeditures

65%

open to help from employers through financial advisors and tools for financial planning

6 in 10

of employees stressed about finances say their health is negatively impacted 

Our Approach

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ADVISORS

Advisors can offer their plan sponsors a financial wellness solution to deepen client relationships, offer high-touch support and drive leads to grow their practice
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PARTICIPANTS

Users are engaged through Automated Financial Wellness marketing campaigns that make financial planning easy and intuitive through a variety of modular workflows to improve financial fitness and drive action
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EMPLOYERS

Our WorkPlace team, along with the financial Advisor, work together to provide a customized, comprehensive financial wellness solution for employers that positively impacts their bottom line, while enhancing the financial wellbeing of their population.

Our Technology

Our interactive workflows allow users to choose from a variety of goals to build a customized financial plan

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Automated Communications

Leverage our financial wellness campaigns so you can provide more wellness, more business, and more support to your plan sponsors

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Learn how Advizr WorkPlace can help you grow your practice

SCHEDULE A WORKPLACE OVERVIEW