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Advizr Announces Strategic Partnership with Blueleaf Portfolio Management and Reporting Software

Submitted by Technology Tools for Today on February 6th, 2015


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.

“Simplifying the work of wealth management is our core mission. Partnering with Advizr, who we believe to be the most intuitive financial planning platform in the industry, is a natural way for us to deliver on that mission. Now we can provide intuitive sophisticated financial planning via a unified business relationship and support model via Blueleaf”, says John Prendergast, CEO of Blueleaf.

To build an efficient and profitable practice, it is imperative to have the right tools.  Consumers are looking not only for capable and trustworthy financial advisors, but also for those advisors who stay at the technological forefront and offer consumer-friendly tools that are easy to use. Advizr and Blueleaf provide advisors with the tools that allow them to serve more and to serve each and every one of their customers in a scalable manner.

“Advizr’s vision, from the very beginning, has been to simplify the financial planning process through smart technology,” said Hussain Zaidi, CEO of Advizr. “We are very excited about this partnership as we believe that Blueleaf is a great complement to achieve that vision and arm our clients with amazing software.”

Advizr and Blueleaf are offering a limited bundling promotion; visit www.advizr.com or www.blueleaf.com for more details.

About Advizr
Advizr, based in New York, NY, is dedicated to creating groundbreaking software that will expand consumer and advisor access to high-quality financial planning services in an accessible format. The powerful, intuitive, interactive financial planning solution empowers advisors to serve all their clients in a cost-effective way, regardless of their net worth. To learn more about Advizr, please visit www.advizr.com.

About Blueleaf
Blueleaf is reinventing the work of wealth management by simplifying the workflows that touch clients, advisors and the enterprise. With an innovative client engagement system and world class data platform, Blueleaf customers grow faster and do more for their clients. For more information, visit http://www.blueleaf.com

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