Note from the Publishers Wealth managers are under so much pressure these days from DOL, robos, fee comprssion and the like that they need all the help they can get. Enter Advizr, an online platform designed to assist financial advisors with their easy to navigate financial planning platform. Today they announced a large new deal with Colorado-based B/D The Leaders Group to bring over 300 financial planners onto their platform. We truly love all things fintech, but we especially love to see fintech that ASSISTS humans, not replaces them.
“Colorado-based broker/dealer, The Leaders Group, Inc., announced today that it has chosen Advizr as the exclusive financial planning software offered to their financial advisors. The Leaders Group serves as the premier broker dealer for BGAs, specializing in whole life insurance distribution.
Starting today, more than 300 financial advisors with The Leaders Group will have access to Advizr to service their mass affluent and senior clientele. Through the Advizr process, The Leaders Group advisors will be able to serve more clients while saving time with a series of Advizr tools that handle the heavy lifting of planning with features such as self-directed data discovery wizard, smart cash-flow optimizer, and interactive what-ifs/calibration module.”