Young planning software firm Advizr has managed to sustain itself and find a footing in a market long dominated by eMoney Advisor and MoneyGuidePro.
Now its fourth year and closing in on another round of funding, the firm has attracted over 400 planning firms whose clients have $10 billion in assets, riding the trend of how essential planning software has become for advisers in their work.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access