Products November 6, 2018
IFP Partners with Advizr to Provide Wellness Solution
Advisers and their plan sponsor clients will have access to financial planning technology and a hub of deployable assets, including a financial wellness assessment to identify top priorities.
Reported by Amanda Umpierrez
Independent Financial Partners (IFP), a multi-custodial RIA with approximately 500 advisers nationwide, specializing in wealth management and retirement plan consulting, will partner with New York-based financial wellness technology company, Advizr, Inc., to provide its advisers with access to the financial wellness solution, Advizr WorkPlace.
The partnership will provide IFP’s advisers access to a full suite of services designed to enhance the financial wellbeing of 401(k) plan participants. Advisers and their plan sponsor clients will have access to financial planning technology and a hub of deployable assets, including a financial wellness assessment to identify top priorities, an education resource center and personal finance campaigns to drive user engagement.
The partnership will provide IFP’s advisers access to a full suite of services designed to enhance the financial wellbeing of 401(k) plan participants. Advisers and their plan sponsor clients will have access to financial planning technology and a hub of deployable assets, including a financial wellness assessment to identify top priorities, an education resource center and personal finance campaigns to drive user engagement.
“Advizr WorkPlace is equipping our advisers with the technology and resources to address a growing need we’re seeing from our plan sponsors and plan participants at an accessible cost,” says Jeff Acheson, divisional president of IFP.
More information about the tool can be found here.
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