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.
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