Advizr Blog

Cash flow based or goal based? Where do we go from here?

The financial services industry is infamous for the amount of jargon, lingo, and technical terms that we regularly throw at consumers: Monte Carlo vs. straight-line returns; acronyms like IRA, RIA, and IAR; suitability vs. fiduciary standards; cash flow-based vs. goal-based planning software. In our previous blog post, we tackled the history of the terms “cash flow-based” and “goal-based,” including their original meanings in the industry. In this post, I’d like to review more recent interpretations of these terms, along with introducing terms we think are more accurate to describe today’s financial planning software design philosophies.

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Tags: Industry Notes, financial planning

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 WealthManagement.com 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

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