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Advizr WorkPlace Wins Best 401k Technology - WealthManagement.com Industry Awards

September 18, 2018

NEW YORK--(BUSINESS WIRE)--Sep 18, 2018--Advizr is honored to have been selected as a winner in the category of “401(k) Retirement Plan Support: Technology,” at the 2018 Industry Awards held by WealthManagement.com. The award, among several recognizing best-in-class companies supporting financial advisor success, was presented to the New York-based fintech company at a ceremony last Thursday.

Now in its fourth year, with hundreds of nominations across 20 categories, WealthManagement.com’s Industry Awards recognize outstanding achievement in the financial services sector, with the goal of inspiring innovation and leadership. Honorees are among the top financial technology firms in the industry delivering cutting edge supportive services to financial advisors and their participants.

While Advizr Core launched several years ago, Advizr WorkPlace launched last year to address the growing desire by employers to invest in the financial wellness of their employees. The program pairs together Advizr’s intuitive, self-directed planning technology with marketing campaigns and educational resources designed to drive employee engagement and encourage them to take charge of their financial health. The suite of services offered are research-backed and market-tested to build confidence, increase financial literacy, and equip participants with the tools necessary to identify, set, and track financial goals. Participants using Advizr WorkPlace can do all of this on their own or work closely with a financial advisor that was designated by their employer.

Advizr CEO and Co-founder, Hussain Zaidi, said he was honored to accept the award on Advizr’s behalf and is excited to continue building on Advizr WorkPlace’s unique position in the financial wellness and planning space. “The financial wellness space is new, but growing quickly as employers increasingly recognize the benefits of investing in the financial health of their workers,” said Zaidi. “Platforms that offer self-directed planning, while offering the option to connect with a financial advisor, are rare. We believe we’re ahead of the curve.”

Learn more about Advizr’s WorkPlace Solution by contacting (844) 445-3617, or visit https://www.advizr.com/advizr-workplace.

About Advizr

Advizr, based in New York, NY is dedicated to creating programs and technology to expand consumer and advisor access to high-quality financial planning, as well as drive advisor profitability. The powerful, automated, interactive financial planning solution empowers consumers to take control of their financial wellness and allows advisors to identify new opportunities and grow their practice. To learn more, please visit us at https://www.advizr.com/advizr-workplace.

View source version on businesswire.com:https://www.businesswire.com/news/home/20180918005685/en/

CONTACT: Media Relations

Advizr

Doug O’Brien, 845-527-6302

douglas.obrien@advizr.com

KEYWORD: UNITED STATES NORTH AMERICA NEW YORK

INDUSTRY KEYWORD: TECHNOLOGY DATA MANAGEMENT PROFESSIONAL SERVICES FINANCE

SOURCE: Advizr

Copyright Business Wire 2018.

PUB: 09/18/2018 10:27 AM/DISC: 09/18/2018 10:27 AM

http://www.businesswire.com/news/home/20180918005685/en

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