Features & Integrations

DISCOVER


INVITE CLIENT / CLIENT PORTAL

Client and/or advisor completes data discovery through Advizr’s live client portal.


GOAL SETTING

Instant collaboration across entire financial plan, down to individual action items and progress tracking.


DATA AGGREGATION

Data aggregation from 20,000 institutions with full featured budgeting tools.


DOCUMENT VAULT

Private Client Vault for instantaneous upload/download and end-to-end encrypted secure document transfer/storage.


ADVISE


Sophisticated Planning Tools

  • In-depth insurance planning (including LTC scenarios)
  • Retirement stress-testing
  • Social Security Optimization
  • Pre and post-retirement tax strategies

Sophisticated Planning Tools

  • In-depth insurance planning (including LTC scenarios)
  • Retirement stress-testing
  • Social Security Optimization
  • Pre and post-retirement tax strategies


Retirement Planning

Asset accumulation/depletion graphs indicate clearly & simply the retirement asset growth projections and progress. Probability of success indicator simplifies Monte Carlo-based growth projections into one number





Debt Optimization

Summary debt optimization at a glance across entirety of household debt structure


Debt Optimization

Summary debt optimization at a glance across entirety of household debt structure



PRESENT


Collaboration

Present, discuss and collaborate live on final adjustments of the plan with your client.

Collaboration

Present, discuss and collaborate live on final adjustments of the plan with your client.


Net Worth

Data aggregated from over 20,000 financial institutions covering all of your household investments, brokerage, banking, lending, credit


Live & Summary Cash Flows

Instant household inflow/outflow metrics for at a glance holistic cashflow picture

Live & Summary Cash Flows

Instant household inflow/outflow metrics for at a glance holistic cashflow picture



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INTEGRATIONS



At Advizr, our priority is to make you and your practice as successful as possible.
As such, we carefully select the companies we work with in order to provide you with as much value as possible.
We are very proud to be working with these great companies:

Veo®

Advizr is now integrated with Veo®, TD Ameritrade Institutional’s powerful account management and trading platform. Streamline your business processes and access your Veo client data with Advizr for Veo®.

TD Ameritrade, Inc. and Advizr are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of, Advizr’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Advizr. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.

Schwab OpenView MarketSquare™

Advisor ratings and reviews for Advizr are available on Schwab OpenView MarketSquare™

Schwab OpenView MarketSquare™ is a service of Schwab Intelligent Technologies™ and provides consolidated ratings and reviews of technology solutions made by independent investment advisors. Unless otherwise noted, reviewed technology vendors are not affiliated with Schwab. Ratings and reviews do not express or imply any opinion or endorsement by Schwab of any participating vendor or product.

Veo®

Advizr is now integrated with Veo®, TD Ameritrade Institutional’s powerful account management and trading platform. Streamline your business processes and access your Veo client data with Advizr for Veo®.

TD Ameritrade, Inc. and Advizr are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of, Advizr’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Advizr. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.

Schwab OpenView MarketSquare™

Advisor ratings and reviews for Advizr are available on Schwab OpenView MarketSquare™

Schwab OpenView MarketSquare™ is a service of Schwab Intelligent Technologies™ and provides consolidated ratings and reviews of technology solutions made by independent investment advisors. Unless otherwise noted, reviewed technology vendors are not affiliated with Schwab. Ratings and reviews do not express or imply any opinion or endorsement by Schwab of any participating vendor or product.

 
 
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