Digitizing Financial Planning

Deliver More Plans, Help More Clients!

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Built by financial advisors for financial advisors

Develop income distribution and tax planning strategies. Provide your clients with comprehensive life, disability and LTC planning.

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Announcements

Advizr is nominated once more in the category of Technology Providers: Financial Planning for the Wealthmanagement.com 2017 Industry Awards.

The Advizr Experience

No Training Required

No Training Required

Advizr is the most intuitive financial planning software in the market! It’s so easy to use that you can start planning right away!
Highly Collaborative

Highly Collaborative

Sit side by side with your client to complete a plan in minutes. Create and tweak plans with your clients in real-time. It’s that simple!
Self Directed or Advisor Driven

Self Directed or Advisor Driven

We provide the tools to involve your client as much as you would like. Invite your client to complete our data collection wizard or do it yourself. Your choice!
Simplified Complexity

Simplified Complexity

Our sleek interface hides a myriad of powerful tools to serve your clients. Social security? Pensions? Annuities? RMDs? Yes, we handle all of them and more!

Excite and Engage with Advizr Express

A free, stand-alone lead generation tool that connects to Advizr, our financial planning platform

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EMBED

ENGAGE

ENGAGE

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CONVERT

Why Advisors Love Advizr

How it Works

DATA DISCOVERY

DATA DISCOVERY

Client and/or advisor completes data discovery through Advizr’s live client portal.
AGGREGATE ACCOUNTS

AGGREGATE ACCOUNTS

Use our aggregation engine or link accounts directly with our custodian or performance reporting partners.
CALIBRATE PLAN

CALIBRATE PLAN

Financial plan is created, calibrated and optimized by our smart algorithms for advisor to fine tune.
SOCIALIZE

SOCIALIZE

Present, discuss and collaborate live on final adjustments of the plan with your client.
MONITOR

MONITOR

Client and/or advisor can track real-time performance in the Advizr client portal.