Advizr Blog

What’s coming in Q2 (and Q1 updates review)

Features and Skills
Advizr was super productive and busy during the first quarter of the year. We released new features and expanded our team to serve you better. As you may know, we launched a slew of capabilities in the last few months:
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Tags: Features and Skills

Advizr is now integrated with Redtail CRM

Redtail is one of the most popular CRMs among financial advisors and was an often-requested integration from our clients. We are delighted to announce the addition of Redtail to our integration partners list. Starting today, financial advisors using both solutions benefit from a seamless data transfer from their CRM into Advizr.

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Tags: Integrations, Features and Skills

Retirement Distribution Strategies

As financial advisors, the biggest concern for our clients is usually planning for how to cover retirement expenses, and in doing this retirement planning, one of the top considerations is the hierarchy of accounts liquidated in order to cover expenses. To better meet the needs of advisors who are analyzing retirement distribution scenarios, Advizr recently added a feature in the Recommendations section of the Financial Plan called “Distributions”, which can be found in the What If's area of the Retirement goal.

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Tags: Features and Skills

Steve Lockshin's view of Advizr on Kitces podcast

Industry Notes

Steve Lockshin speaks to Michael Kitces on his Financial Advisor Success Podcast yesterday

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Tags: Industry Notes

Social Security Maximization

Social Security is a topic we’ve been approached about many times in the past couple of years. With a significant increase lately in users who service clients close to or already in retirement, our development team took the time to implement a few new options for “maximizing” Social Security benefits.

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Tags: Features and Skills

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