Advizr Blog / Press Release

by Advizr, on January 8, 2019

New York, NY, Dec. 26, 2018 – Advizr’s financial planning and wellness technology expands across the Fortune 500 to advance financial wellbeing. Advizr WorkPlace today announced it has been selected by …

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Topics:NewsPress ReleaseAdvizr WorkplacePartner

by Advizr, on November 5, 2018

New York, NY, Nov. 5, 2018 – Independent Financial Partners (IFP), a multi-custodial RIA with ~500 advisors nationwide, specializing in wealth management and retirement plan consulting, has announced that it will …

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Topics:Press ReleaseAdvizr WorkplaceIFPPartner

by Advizr, on October 24, 2018

OAKS, Pa., Oct. 24, 2018 – SEI (NASDAQ: SEIC) today announced the expansion of its SEI BusinessWise Program, enabling advisors to more efficiently build and deliver actionable financial plans to …

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Topics:Press ReleaseFinancial PlanningPartner

by Advizr, on July 12, 2018

NEW YORK, July 12, 2018 (GLOBE NEWSWIRE) -- Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton Investments, today announced a collaboration with Advizr, a leading provider …

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by Advizr, on October 31, 2017

~ Advizr Workplace provides financial institutions and advisors the ability to offer self-directed financial plans to mass affluent clients; Advizr Accelerate enables advisors to implement recommendations directly from Advizr New …

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Topics:Features and SkillsPress ReleaseFinancial Planning