Advizr’s financial assessment provides you with a turnkey solution to understand the financial challenges most important to your employees and the answers to questions management is asking.
Once you sign up (at the top of this page), we provide you with a unique assessment URL that you send to your employees.
Send an email to your employees explaining the assessment and it’s benefit (we provide some sample text you can use).
Employees can take the assessment via either a web browser or a mobile device.
All information collected during the assessment is confidential and no identifiable information is stored.
Complete and submit this form to receive your employee assessment link.