Hussain Zaidi

July 24, 2018

Digital Financial Planning Advice Powered by Advizr will Strengthen Fiduciary Trust Company’s Offerings

Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton Investments, announced a collaboration with Advizr, a provider of next-generation profiling, advisory […]
June 22, 2017

Advizr Financial Planning Technology Platform Receives $7 million in Series A Funding

Advizr, a financial planning technology platform, announced that the company has received a $7 million investment via Series A funding. Led by Franklin Templeton, the investment […]
September 14, 2016

Black Diamond Enhances Reporting, Announces New Partnerships with Riskalyze and Advizr

SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, recently announced expanded capabilities of its Black Diamond® wealth platform, including enhanced […]
June 23, 2016

Advizr Continues to Modernize the Financial Advisory Industry with State of the Art Client-Centric Online Planning Platform

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 […]