by Advizr, on August 2, 2017

Innovative technology platform gains prominent industry recognition for significantly expanding its financial planning feature and capability suite August 3, 2017. New York, NY. Advizr, an innovative financial planning technology platform …

Read Story
Topics:Industry NotesPress Release

by Advizr, on June 21, 2017

Franklin Templeton leads prominent group of investors including SEI, IA Capital, and Fenway Summer to invest in innovative, growing financial planning technology company Advizr New York, NY. June 22, 2017 …

Read Story
Topics:Press Release

by Hussain Zaidi, on June 6, 2017

“People pretend not to like grapes when the vines are too high for them to reach.” ― Marguerite de Navarre, French author, 1492-1549 Our industry has a problem. Everyone talks about …

Read Story
Topics:Industry Notes

by Advizr, on May 18, 2017

The single most important concept underpinning an advisor’s tech-stack today is interconnectedness. We know this both from a data science standpoint and from a constant stream of anecdotal reporting. Without …

Read Story
Topics:Industry NotesFeatures and Skills

by Advizr, on May 11, 2017

May 11, 2017. New York, NY. Advizr, an innovative financial planning technology platform announced today the addition of veteran financial planning executive talent to the firm. Joining Advizr as President, …

Read Story
Topics:Press Release