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Advizr launches advanced functionality for retirement income planning.

M2 EQUITYBITES-February 24, 2017-Advizr launches advanced functionality for retirement income planning


After two years of substantial growth and success with the pre-retiree segments, Advizr is adding advanced financial planning capabilities to its award-winning platform, challenging the notion that financial planning software has to be complicated.

Financial advisors that already enjoy time savings and efficiencies in creating financial plans with Advizr will now be able to do the same for their base of retirees. The new Retirement Income Planning set of features maintain the same clean and intuitive look and feel that characterizes Advizr, while adding a new level of depth and sophistication to the platform.

Built on the latest architecture, Advizr has - and will continue to - iterate faster than the incumbents.

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.

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Publication:M2 EquityBites (EQB)
Date:Feb 24, 2017
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