Advizr Blog

Social Security Maximization

Social Security is a topic we’ve been approached about many times in the past couple of years. With a significant increase lately in users who service clients close to or already in retirement, our development team took the time to implement a few new options for “maximizing” Social Security benefits.

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Tags: Features and Skills

Retirement Income Planning Advanced Functionality

Press Release

“As an early adopter, I try lots of software. In effect, I operate a lab for our partners, looking for the next tool to improve our efficiency and client experience. Advizr has become a “go to” part of my practice and the new features/modules only widen the breadth of opportunities to serve our clients,” says Steve Lockshin, co-founder of AdvicePeriod.

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Tags: Press Release

Broker-Dealer The Leaders Group Selects Advizr

Press Release

“We are very excited to welcome Advizr to The Leaders Group family. We always look to the future, and in doing so, we see that Advizr is about to become the new 500 lb. gorilla, and is several years ahead of the tech curve.”
– Sean Wickersham, The Leaders Group EVP of Operations and Marketing

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Tags: Press Release

Advizr CEO Hussain Zaidi recognized by WealthManagement.com

Industry Notes

Our team is really proud of our CEO, Hussain Zaidi. He is recognized by WealthManagement.com as one of their Top Ten to Watch in 2017.

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Tags: Industry Notes

White Labeled Client Portal and Custom URL

Features and Skills

In Advizr, you probably knew that you could white label your client portal with your firm's branding. Now, we've taken it one step further by adding a custom landing and login page that you can use to send your clients to or to use for yourself as an enhanced way to brand your Advizr experience. The custom URL will feature your firm's logo. Find your custom URL in Settings -> General under the logo requirements.

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Tags: Features and Skills

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