They believe financial advice should be available to every individual. Traditionally, financial planning software has been highly complex, requiring intensive training. Plans were expensive to produce, limiting their usefulness for the mass affluent or mass-market client.
Advizr, with its ability to automate advice delivery, allows financial advisors to service their full range of customers in a cost-effective manner. Its sleek and intuitive user interface enables advisors to provide a higher level of service to all of their clients, regardless of their net worth. Advizr makes the practice of advice delivery a win-win for advisors and clients.