by Chadwick Blythe, on August 10, 2017

Having joined Advizr recently from positions as the head of sales teams at two other major financial technology firms, I’ve talked about planning software to advisors for almost two decades, …

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Topics:Industry NotesFinancial Planning

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 …

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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 …

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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 …

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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 …

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Topics:Industry NotesFeatures and Skills