Over the past several years, few new players in the financial planning space have developed innovative software. Instead, innovation has mostly come from more established names, such as MoneyGuidePro, Finance Logix and Advicent (which makes NaviPlan).
So its refreshing to see a small startup, Advizr, enter the fray with a somewhat fresh approach to financial planning. Advizr aims to simplify the planning process, making it accessible to a wide range of financial service professionals while keeping costs low.
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