Are you looking to add financial planning to your practice? Our partnership with the Leaders Group will help you use financial planning to drive revenue growth to your practice, and deepen your relationship with your client. Advizr works directly with your team at the Leaders Group to help make data, billing and support simple, easy, and stress-free.
Our partnership with the Leaders Group was forged to help advisors utilize the simple, intuitive Advizr platform to generate more leads, get plans created quickly, and discover opportunities to grow their practice.
Having a holistic financial picture of your client tailors your practice for better, more informed advice. Using Advizr's white-labeled portal and client-friendly account aggregation, you can deliver plans in less time. By better understanding your clients' goals, you'll be able to develop a longer and more impactful relationship with your clients—which leads to more loyal clients.