Advizr Blog / Features and Skills

by Advizr, on April 18, 2018

In the first quarter of 2018, we added a slew of new features designed to make our core financial planning solution better for financial advisors. From onboarding clients to building …

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Topics:Features and SkillsProduct Updates

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:Press ReleaseFeatures and SkillsFinancial Planning

by Noah Herman, on October 25, 2017

As a result of the lineup of enterprise and institutional clients Advizr brought on board and partnered with over the past year, we became imminently aware of the constraints, pain …

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Topics:Features and SkillsIndustry NotesInsider

by Rachel Sanborn, on September 28, 2017

The nature of a cash flow-based approach to financial planning, even if it is centered around the client’s goals, means that any platform assisting in the creation of such a …

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Topics:Features and SkillsCase StudyPractice Management

by Noah Herman, on September 20, 2017

Expert-level financial planning that is intuitive and not a laborious or onerous task. This is core to what Advizr began with and focuses on when we look at the independent …

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Topics:Features and SkillsPractice Management