Advizr, a next generation financial planning software, today announced a strategic partnership with Blueleaf, a leading client engagement, data automation and reporting platform for advisors and clients.
Two of the most intuitive and automated tools in the industry are partnering to create a very powerful solution for financial advisors. Together, Advizr’s simple but sophisticated financial planning software and Blueleaf’s householded data backbone, account aggregation and performance reporting will provide a new level of simplicity and automation in delivering high-quality holistic financial advice.
