Advizr Blog

Bridging the Gap Between Financial Wellness & Employer Benefits

Built for financial advisors and their institutions, client/advisor engagement and adoption is always top of mind at Advizr.

This focus was picked up on by several large and very large institutions, all of whom were seeking something previously unavailable to them - the capacity to quickly, efficiently and comprehensively onboard a number of individuals (i.e., participants in mega 401k plans, or a company’s entire employee base), provide them with tangible, actionable financial advice, coordinate and assimilate their benefits, and ultimately, advance financial well-being across the entire population of individuals.

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Tags: Industry Notes, financial planning, Advizr Workplace


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