Advizr Blog

Retirement Income Planning Advanced Functionality

Press Release

“As an early adopter, I try lots of software. In effect, I operate a lab for our partners, looking for the next tool to improve our efficiency and client experience. Advizr has become a “go to” part of my practice and the new features/modules only widen the breadth of opportunities to serve our clients,” says Steve Lockshin, co-founder of AdvicePeriod.

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Broker-Dealer The Leaders Group Selects Advizr

Press Release

“We are very excited to welcome Advizr to The Leaders Group family. We always look to the future, and in doing so, we see that Advizr is about to become the new 500 lb. gorilla, and is several years ahead of the tech curve.”
– Sean Wickersham, The Leaders Group EVP of Operations and Marketing

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Advizr CEO Hussain Zaidi recognized by WealthManagement.com

Industry Notes

Our team is really proud of our CEO, Hussain Zaidi. He is recognized by WealthManagement.com as one of their Top Ten to Watch in 2017.

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White Labeled Client Portal and Custom URL

Features and Skills

In Advizr, you probably knew that you could white label your client portal with your firm's branding. Now, we've taken it one step further by adding a custom landing and login page that you can use to send your clients to or to use for yourself as an enhanced way to brand your Advizr experience. The custom URL will feature your firm's logo. Find your custom URL in Settings -> General under the logo requirements.

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Tags: Features and Skills

Proudly announcing our new partnership with SS&C Advent

Press Release

We are excited to announce our partnership with SS&C Advent on their Black Diamond platform. "Black Diamond has consistently delivered innovative and award-winning capabilities. Our vision, consistent to Black Diamond's, has been to provide simple, elegant solutions to support financial planning and move planning from a back-office function to a client-centric and highly collaborative experience," stated Hussain Zaidi, CEO at Advizr. "We believe that advisors will benefit enormously from the combined value of Advizr for financial planning and the Black Diamond wealth platform." Full Press Release here

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