Advizr Blog

Advizr Expands Financial Planning Technology Platform With Self-Directed Plans and Implementation Capabilities

~ Advizr Workplace provides financial institutions and advisors the ability to offer self-directed financial plans to mass affluent clients; Advizr Accelerate enables advisors to implement recommendations directly from Advizr

 

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Tags: Features and Skills, Press Release, 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

Advizr Expands Executive Talent

Press Release

May 11, 2017. New York, NY.  Advizr, an innovative financial planning technology platform announced today the addition of veteran financial planning executive talent to the firm.

Joining Advizr as President, Chief Revenue Officer is Chad Blythe, former Head of Sales at Money Guide Pro. Blythe brings over a decade of experience in financial planning software to Advizr and will be responsible for driving Advizr’s growth strategy.

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Tags: Press Release

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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Tags: Press Release

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