Advizr Blog / Press Release

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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Topics:Press Release

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

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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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, …

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Topics:Press Release