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Advizr
Advizr, now part of Orion Advisor Solutions, provides financial planning software that enables financial advisors to create comprehensive financial plans for their clients.
Email: sales@advizr.com
Phone: +1 844-238-4977
products
Advizr Financial Planning
Category: Education Funding Calculators
Financial planning platform with education funding calculator capabilities that project college costs, analyze funding strategies, and help advisors incorporate education funding into holistic financial plans. Includes tools for visualizing different funding scenarios and comparing various education savings vehicles..
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Advizr Workplace
Category: Insurance Needs Analysis Software
Includes insurance needs assessment tools, life insurance gap analysis, and client-friendly interface for insurance planning. Features goal-based planning approach with clear visualization of insurance coverage needs and interactive client engagement tools..
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