You are not logged in. enhanced features available with FREE registration!

AdvizrFinanceNew YorkOther Professional ServicesOther TechnologyProfessional ServicesSoftwareTechnology
background image

Mariner Wealth Advisors and AdvicePeriod Choose Advizr for Their Emerging Affluent and Gen X/Y Initiatives

Posted: November 11, 2015 12:56 pm (UTC)

Marty Bicknell’s Mariner Wealth Advisors and Steve Lockshin’s AdvicePeriod have chosen Advizr as the financial planning software for their Gen X/Y and Emerging Affluent clients.

Mariner Wealth Advisors and AdvicePeriod Choose Advizr for Their Emerging Affluent and Gen X/Y Initiatives


Marty Bicknell’s Mariner Wealth Advisors and Steve Lockshin’s AdvicePeriod have chosen Advizr to serve their Gen X/Y and Emerging Affluent clients at their firms. Advizr is the ideal tool for these segments, not only because of its great user interface and robust functionality, but also for its prospect engagement functionality provided through their new tool Advizr Express.

“The Advizr team has a unique vision for the financial planning space. Although their software provides the best user experience in the business, we selected them for much more than that. Advizr brings a completely new approach to planning that provides a much needed end-to-end solution focused on an essential part of the process: to acquire and convert clients,” says Steve Lockshin, Principal at AdvicePeriod.

“Advizr’s mission has always been to increase the adoption of financial planning delivery by the industry”, says Hussain Zaidi, CEO of Advizr. He was a financial advisor himself for over 12 years and became frustrated with the available solutions that tended to target HNW clients only. Most advisors, definitely not all, ignore their mass affluent clients and sell them product. The genesis of Advizr was to create a scalable offering that would allow the industry to deliver plans in a more engaging and time efficient manner. This will allow the industry to serve over 75% of the households in America that are not offered holistic financial planning from their financial institutions.

“Advizr is a refreshing financial planning software that is focused on serving the customers many of us haven’t been able to work with in the past. Their amazing user experience, coupled with their deep understanding of the business, will help us to serve the next generation of clients,” said Brian Leitner, Senior Vice President of Practice Management at Mariner Wealth Advisors.

Advizr launched their latest, enhanced user experience this last month. The goal for the new designs is to continue engaging non-traditional financial planners, such as investment managers, and to allow end-clients to engage more effectively with Advizr’s self-directed functionality. Advizr’s fresh looking designs are very appealing to Gen X/Y clients who are accustomed to a more intuitive user experience.

About AdvicePeriod

AdvicePeriod is wealth advisory re-imagined. A fiduciary firm dedicated to focusing clients on the important decisions necessary to manage their wealth. By combining actionable planning advice with objective investment guidance, AdvicePeriod strives to enable clients to achieve their financial goals through efficient investments and smart tax planning. Through the leverage of rapidly changing advisor technology, AdvicePeriod is a benchmark for how wealth management is going to evolve.


Advizr, based in New York, NY, is dedicated to creating 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 their clients in a cost-effective way, regardless of net worth. To learn more about Advizr, please visit

About Mariner Wealth Advisors

Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Mariner’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm’s wealth advisory services include:

• Financial planning

• Investment advisory services

• Multi-generational wealth planning

• Risk management

• Philanthropy

• Executive compensation planning

• Business succession planning

• Family office services

• Retirement plan services

• Insurance consulting

Visit for more information.

Tags: , , , , , , , ,