by Advizr, on April 11, 2017

Redtail is one of the most popular CRMs among financial advisors and was an often-requested integration from our clients. We are delighted to announce the addition of Redtail to our …

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Topics:Features and SkillsIntegrations

by Rachel Sanborn, on April 4, 2017

As financial advisors, the biggest concern for our clients is usually planning for how to cover retirement expenses, and in doing this retirement planning, one of the top considerations is …

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Topics:Features and Skills

by Advizr, on March 29, 2017

Steve Lockshin speaks to Michael Kitces on his Financial Advisor Success Podcast yesterday Listen or read the full podcast here Steve: Just go in with your eyes wide open. Again, …

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Topics:Industry Notes

by Rachel Sanborn, on March 16, 2017

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 …

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Topics:Features and Skills

by Advizr, on February 23, 2017

“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 …

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Topics:Press Release