Advizr Blog

Advizr’s Top 7 New Features – A Review of Q1 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 plans and presenting sales-ready reports, we’re focused on helping you grow your business. The Advizr product team has been busy!

Here are just a few exciting developments we’ve rolled out in Q1:

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Tags: Features and Skills, Product Updates

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