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.

Read More

Tags: Industry Notes, financial planning, Advizr Workplace

Get ready for the real acceleration of advisory and client engagement

As a result of the lineup of enterprise and institutional clients Advizr brought on board and partnered with over the past year, we became imminently aware of the constraints, pain points, and gaps facing the corporate side of the wealth management industry. It is with these in mind that Advizr will be introducing a new feature set.

Read More

Tags: Insider, Industry Notes, Features and Skills

3 Steps for Implementing an Effective Financial Planning Process


The US unemployment rate just hit a 10-year low of 4.3%.  All financial services firms are experiencing difficulties in hiring staff, but it seems especially difficult to find qualified financial planners.

Search any job board for financial planner positions and thousands of results appear with 79,315 listings on alone! The vast majority of these openings are at wirehouses and large broker dealers. If this is a fair reflection of the market, one would suspect that these large firms are assembling sizable financial planning armies in their back offices.

What is behind this effort?

Read More

Tags: Industry Notes, financial planning, Practice Management

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.

Read More

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

Read More

Tags: Industry Notes, financial planning

1 2 3

Subscribe to our Blog