Blog

Blog

Advizr is now integrated with Redtail CRM

asezrppFeatures and Skills

Advizr and Redtail Integration

Redtail is one of the most popular CRMs among financial advisors and was an often-requested integration from our clients. We are delighted to announce the addition of Redtail to our integration partners list. Starting today, financial advisors using both solutions benefit from a seamless data transfer from their CRM into Advizr. Read More

Retirement Distribution Strategies

asezrppFeatures and Skills

As financial advisors, the biggest concern for our clients is usually planning for how to cover retirement expenses, and in doing this retirement planning, one of the top considerations is the hierarchy of accounts liquidated in order to cover expenses. To better meet the needs of advisors who are analyzing retirement distribution scenarios, Advizr recently added a feature in the Recommendations section of the Financial Plan called “Distributions”, which can be found in the What If’s area of the Retirement goal. Read More

    • 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.