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Advizr Reviews, Pricing, Features & Alternatives in 2026

Advizr is a comprehensive financial planning software that empowers advisors and their clients to collaborate on goal-based financial plans, simplifying complex decisions and improving financial outcomes.

Financial Planning Software Wealth Management Software Financial Advisory Software Goal Planning Software
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Founded • United States • Cloud-based
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Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is Advizr?

Financial Planning Software

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

:

Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use Advizr?

Best for Company Sizes

Popular Industries

Our Verdict

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User Reviews

Overall Rating

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Based on 0 reviews

Ratings Breakdown

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Secondary Ratings

Ease of Use
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Value for Money
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Customer Support
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