Advizr

Curated by Signal

Financial Planning Software for advisors

Overview

Advizr is a Financial Planning Software that allows Financial Advisors to create plans for their clients. The notable features of the software include: 1)Complete smart data collection wizard 2)Tools to customize the client's financial plan in few clicks 3)Implementation and monitoring in real-time. Major clients include the likes of Orion, Blueleaf, Quovo, XY Planning Network. They claim that their clients' testimonials suggest that Advizr is like Netflix of wealth management software industry.

Key facts

Founded: 2013
Headquarters: New York City, United States
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Industry: Financial Technology
Sector: Wealth Technology

Business model

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Contact

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About Advizr

What does Advizr do?

Advizr is a Financial Planning Software that allows Financial Advisors to create plans for their clients.

Where is Advizr headquartered?

Advizr is headquartered in New York City, United States.

When was Advizr founded?

Advizr was founded in 2013.

Which sector is Advizr in?

Advizr operates in Wealth Technology, part of Financial Technology.

Who are Advizr's competitors?

Companies similar to Advizr include eMoney Advisor, CashCalc, and Figlo.