Advizr Blog

Advizr’s Top 7 New Features – A Review of Q1 2018

 

In the first quarter of 2018, we added a slew of new features designed to make our core financial planning solution better for financial advisors. From onboarding clients to building plans and presenting sales-ready reports, we’re focused on helping you grow your business. The Advizr product team has been busy!

Here are just a few exciting developments we’ve rolled out in Q1:

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Tags: Features and Skills, Product Updates

Advizr Workplace at the Health & Benefits Leadership Conference

Advizr Workplace

 Join us in Las Vegas at the Aria Resort for the 6th Annual Health & Benefits Leadership Conference from April 4-6! Come visit us at booth #216 and meet our SVP of Enterprise Sales, Noah Herman and Program Director of Financial Wellness, Maria Behrens to learn how Advizr Workplace is leading the way in integrating financial planning, financial education, and employee wellbeing.

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Tags: Advizr Workplace

Let Client Profiling Supercharge Your Advisory Practice

There are dozens of ways for advisors to segment their clients: age brackets, earning history and potential, AUM, professional affinity. Financial advisors currently capture these data points, but often don’t use them to accelerate client value and scale their practice. In fact, client profiling may be the most underutilized tool in an advisor’s toolbox!

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Tags: Industry Notes, Client Engagement, Practice Management

Debunking the Three Most Common Myths of Financial Planning

Financial advisors today do more work than ever for their clients, leaving little appetite for time-intensive services that clients may not want and provide limited value to the advisor’s practice. Unfortunately, holistic financial planning often falls victim to these three well-traveled myths.  

In today’s article, we’ll refute each of these and demonstrate how financial planning adds value to both advisors and their clients.

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Tags: Industry Notes, Financial Planning, Client Engagement, Practice Management

Bridging the Gap Between Financial Wellness & Employer Benefits

Built for financial advisors and their institutions, client/advisor engagement and adoption is always top of mind at Advizr.

This focus was picked up on by several large and very large institutions, all of whom were seeking something previously unavailable to them - the capacity to quickly, efficiently and comprehensively onboard a number of individuals (i.e., participants in mega 401k plans, or a company’s entire employee base), provide them with tangible, actionable financial advice, coordinate and assimilate their benefits, and ultimately, advance financial well-being across the entire population of individuals.

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Tags: Industry Notes, Financial Planning, Advizr Workplace

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