Announces Five New Additions to Advizr Financial Planning Platform Including the Interactive Smart Model that Accelerates Advice Delivery and Scalability
Advizr, FPPad’s 2015 Best Client Facing Technology winner and recent WM 2016 Industry Awards two-time nominee, today announced new enhancements to its financial planning platform to help advisors generate high-quality plans while granting their clients the access they desire. The Advizr platform now hosts five new additions that benefit both advisory practice management and the client experience. Most notable, Advizr has created an Interactive Smart Model that automatically consolidates and analyzes every client data point into a dynamic scenario planning module. Every single variable in the plan can be manipulated while receiving instantaneous in-screen feedback. Advizr Interactive Smart Model is the only platform that boasts the capacity to optimize multiple asynchronous goals instantaneously.
Since its inception, Advizr financial planning software has been designed with the end user’s engagement squarely in focus, and as such, Advizr is the only financial planning software provider to offer a lead generation tool, Advizr Express. Advizr further separates itself from its competition by allowing advisors to create holistic plans, by using its predeterministic algorithms to apply either a full cash flows based or a goals based methodology.
“As a former financial advisor, I habitually think of the client first and we designed Advizr with that same mindset,” said Hussain Zaidi, CEO of Advizr. “Within our first 16 months in the marketplace, we have on-boarded over 700 RIAs and have felt the demand first-hand for this type of client-centric financial planning software. Our new additions are the product of both feedback from our advisor clients and our drive to innovate. We are thrilled to present our hard work to the public and to continue innovating for the benefit of the industry I call home.”
Advizr is continuously innovating and posts new upgrades on a bi-weekly bases. Notable new additions to the Advizr financial planning platform include:
Brittney Castro, a financial advisor at XY Planning Network and Advizr client, added, “I chose to incorporate Advizr’s financial planning software into my practice not only because I knew that the user interface would appeal to my tech-savvy clients but also because I needed the high-quality financial plans that incorporated both my clients’ goals and cash flow. These new enhancements have made the planning software even more powerful and client-friendly.”
Advizr, based in New York, NY, is dedicated to creating software that will expand consumer and advisor access to high-quality financial planning services in an accessible format. The powerful, automated, interactive financial planning solution empowers advisors to serve their clients in a cost-effective way, regardless of net worth. To learn more about Advizr, please visit www.advizr.com.