Company Founded: 2013, New York, NY
November 14, 2014
Questions for Company:
What Does it do?
Streamlining Financial Planning
How will your product or service advance the wealth management experience or industry?
Advizr is placing financial planning at the forefront of wealth management through disruption of the old school, labor-intensive planning process. Instead, Advizr turbo-taxes the financial planning process, streamlining it while still delivering the essential value of a plan.
What makes it better than all its competitors?
The magic of Advizr is the complexity and sophistication of its back-end made extremely intuitive in the front end. Advizrs functionality is beginning to rival that of powerful incumbents such as e-Money Advisor and Advicents products. And its surpassing functionality and ease of use of MoneyGuidePro.
Five word mantra or summary?
Reinventing Financial Planning Software
Co-founder & CEO
Fenway Summer Ventures