Advizr Blog

The Evolution of Cash Flow Based vs. Goal Based Financial Planning Software

Having joined Advizr recently from positions as the head of sales teams at two other major financial technology firms, I’ve talked about planning software to advisors for almost two decades, and I’m amazed how far this branch of fintech has come.  You would think that an industry full of financial planners would place great importance on software that can make their planning easier and and enhance the client relationship

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Tags: Industry Notes, financial planning

Advizr Named a Finalist in the 2017 Industry Awards

Industry Notes, Press Release

Innovative technology platform gains prominent industry recognition for significantly expanding its financial planning feature and capability suite

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Tags: Industry Notes, Press Release

Advizr Secures $7 million in Series A Funding

Press Release

Franklin Templeton leads prominent group of investors including SEI, IA Capital, and Fenway Summer to invest in innovative, growing financial planning technology company Advizr

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Tags: Press Release

Taking Financial Planning out of the Dark Ages with Advizr

Industry Notes

“People pretend not to like grapes when the vines are too high for them to reach.”
― Marguerite de Navarre, French author, 1492-1549

Our industry has a problem.

Everyone talks about increased fiduciary responsibility and wanting to provide holistic advice, but few advisors are doing anything about it.  The best way to deliver on these promises is to prepare a full financial plan for every client.  But according to Cerulli, two thirds of clients who work with a financial advisor do not receive a full financial plan1.

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Tags: Industry Notes

Building the Optimal Tech Stack

The single most important concept underpinning an advisor’s tech-stack today is interconnectedness. We know this both from a data science standpoint and from a constant stream of anecdotal reporting. Without this easily spoken and hard to create capacity, the advisor and their firm can have a stable of state-of-the-art components from the best technology vendors and fin-tech companies on the market, and none of it will matter to them or their clients if it does not communicate within their tech stack.

An oft cited refrain is inevitably a variant of the following: my client entered some data in a PDF that my assistant fed into our financial planning software but, as that does not feed to our CRM, the data had to be entered again there, and then when the client called with updated data it did not feed back into my planning software which meant that our performance reporting software was reporting stale data into the client’s presentation…

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Tags: Industry Notes, Features and Skills

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