by Rachel Sanborn, on September 28, 2017

The nature of a cash flow-based approach to financial planning, even if it is centered around the client’s goals, means that any platform assisting in the creation of such a …

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Topics:Features and SkillsCase StudyPractice Management

by Noah Herman, on September 20, 2017

Expert-level financial planning that is intuitive and not a laborious or onerous task. This is core to what Advizr began with and focuses on when we look at the independent …

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Topics:Features and SkillsPractice Management