Advizr Named a Finalist in the 2017 WealthManagement.com Industry Awards

by Advizr, on August 2, 2017

Innovative technology platform gains prominent industry recognition for significantly expanding its financial planning feature and capability suite

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August 3, 2017. New York, NY.  Advizr, an innovative financial planning technology platform announced that the company has been named a Finalist in the prestigious wealthmanagement.comIndustry Awards Program for 2017. The Awards Program recognizes firms that are contributing to advisor success in various categories, most notably financial planning technology.

Specifically, Advizr’s new suite of feature enhancements and capabilities recognized by the Awards program include:

  • New Document Vault
  • RSUs and Stock Options Analytics
  • LTC and Disability Insurance Analyses
  • Retirement Income Distributions
  • Recommendation Scenario Modeling
  • Advanced Annuity and Insurance Capacity Analytics
  • Advanced Reporting Capabilities

“We are honored to receive this industry validation for the innovation and disruption we are driving in the financial planning technology category,” said Hussain Zaidi, CEO of Advizr. “We continue to invest in the Advizr platform to make it even more useful to advisors, furthering our mission to drive the adoption of the financial planning process across the industry through our sophisticated and intuitive platform.”

The Financial Planning Technology category in the 2016 wealthmanagement.com Industry Awards Program recognizes companies for enhancements to advisor’s abilities to produce, manage and update client financial plans.  A judging panel of industry luminaries selected Advizr among a number of companies as a Finalist in the financial planning technology category.

“We’ve had a great response from the industry to the Advizr platform, Zaidi said. “It is a true honor to be recognized by wealthmanagement.com as a leader in this category and we look forward to the gala event in New York City on October 11, 2017 where the industry will gather to celebrate the winners.”

Topics:Industry NotesPress Release

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