Advizr WorkPlace Nominated for Industry Award

by Advizr, on September 7, 2018

WealthManagement.com recently announced the finalists for its 2018 Industry awards, and Advizr has been nominated as one of the leading experts in delivering holistic financial wellness to plan sponsors and their participants using best-in-class financial planning technology.

Advizr’s WorkPlace Solution enhances the financial wellbeing of participants using best-in-class holistic financial planning technology and automated communications to drive optimal engagement.

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“Financial wellness is a fairly new area that is gaining a significant amount of traction, and employers have a large appetite for delivering solutions,” says Advizr Co-Founder & CEO, Hussain Zaidi. “Today there aren’t many financial planning platforms in which participants can be self-directed, and yet have the option to connect further with a financial advisor. We believe we’re ahead of the curve.”

Employers recognize that the potential benefits of financially fit employees helps improve productivity, increases retirement readiness, and can help reduce healthcare costs.  With 81% of employers believing offering a financial wellness program is the right thing to do, and 58% of employers with a program saying their most impactful resource is a financial advisor/planner, Advisors are in a unique position to address financial needs expanding beyond retirement plans.

Backed by versatile technology, experienced wellness professionals and certified financial planning specialists from top financial institutions, Advizr is committed to offering a comprehensive financial wellness solution to participants in the workplace, while expanding an advisor’s practice and deepening client relationships.  Having an effective financial wellness program, paired with the proper technology, is equally valuable for advisors, employers and participants alike.

Learn more about Advizr’s WorkPlace Solution by contacting us at (844) 445-3617 or workplace@advizr.com.

Topics:Advizr Workplace

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