Advizr
Advizr has automated advice delivery, empowering more advisors to participate in holistic advice and allowing more clients to receive financial plans regardless of their net worth. Advizr is a unique tool designed to serve emerging affluent and mass affluent clients. Its intuitive, powerful and sleek interface enables advisors to create and deliver plans in minutes.
Integration Features
  • Access critical Veo client data such as basic demographic information, account information, balances, and asset allocation
  • Leverage your Veo client data to create pre-populated financial plans for your clients with minimal effort
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