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Advizr Financial Planning from Advizr
Financial planning platform with education funding calculator capabilities that project college costs, analyze funding strategies, and help advisors incorporate education funding into holistic financial plans. Includes tools for visualizing different funding scenarios and comparing various education savings vehicles.
Product analysis by function
Education Funding Calculators for Financial Planning
Tools for projecting education costs, analyzing funding strategies through 529 plans and other vehicles, and integrating education funding with overall financial plans.
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User Interface & Experience
(8 Yes /8 Known /11 Possible features)
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Intuitive Navigation Ease of navigating through the tool for both advisors and clients. |
Advizr is recognized for its modern, user-friendly UI, frequently cited as easy to navigate for both clients and advisors. | |
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Customizable Inputs Allows personalization of variables such as number of children, schools, or funding vehicles. |
Platform allows input of personal details (children, education preferences, etc.) to customize planning scenarios. | |
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Responsive Design The interface adapts seamlessly to desktop, tablet, and mobile devices. |
Advizr offers a responsive web interface, accessible across desktop, tablet, and mobile. | |
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Save & Resume Functionality Users can save their work and return later without data loss. |
Users can save progress and return to planning scenarios later, as per public documentation. | |
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Input Validation Checks for invalid, incomplete, or out-of-range entries. |
Input fields include validation to prevent incomplete or out-of-range entries during setup. | |
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Multilingual Support Tool provides support for multiple languages. |
No information available | |
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Accessibility Compliance Conforms with standards such as WCAG 2.1 for users with disabilities. |
Advizr highlights compliance with accessibility standards in marketing materials. | |
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User Guidance & Tooltips Contextual explanations and help for each input field or scenario. |
Contextual tooltips and in-app guidance are available throughout the user experience. | |
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White-labeling Options Branding customization for advisory firms. |
Platform is available for white-labeling to financial firms. | |
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Drag-and-Drop Scenarios Easily create or compare scenarios by dragging and dropping elements. |
No information available | |
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Speed of Calculation Time required for calculations to be processed and displayed. |
No information available |
Education Cost Projections
(9 Yes /9 Known /10 Possible features)
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Inflation Adjustments Automatically factors inflation rates into projections. |
Education projections in Advizr automatically model inflation, as listed in product capabilities. | |
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Database of Schools Contains comprehensive and up-to-date cost information for individual institutions. |
Advizr integrates with updated databases to provide school and tuition cost data. | |
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Tuition and Room/Board Projections Breakouts of projected tuition and living costs. |
Distinct projections for tuition and room/board are featured in cost analysis tools. | |
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State vs. Private Comparisons Easily compare costs between public and private schools. |
Platform enables comparison between public and private institution costs. | |
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Regional Cost Adjustments Takes into account geographic variations in education costs. |
Regional cost adjustments are supported, as per scenario planning options. | |
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Multi-Child Forecasting Supports projections for multiple children simultaneously. |
Calculators can handle forecasts for more than one child in the same household. | |
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Adjustable Attendance Years Customize years of attendance for each projected student. |
Advisor can adjust attendance years for each student. | |
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Automatic Data Updates School expense data is updated automatically with new figures. |
Cost projections/data are updated automatically through third-party data integrations. | |
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Advanced Inflation Scenarios Model different inflation rates or scenarios for 'what-if' analysis. |
No information available | |
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Historical Data Visualization Graph visualizations of historical education cost trends. |
Visual reporting includes trendlines of historical education costs. |
Funding Strategies & Vehicles
(7 Yes /7 Known /10 Possible features)
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529 Plan Modeling Robust support for projecting growth and usage of 529 plans. |
Robust 529 plan modeling and projection tools are a key promoted feature. | |
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Other Tax-Advantaged Accounts Ability to analyze Coverdell ESAs, UGMA/UTMA, and IRAs as funding options. |
Platform includes options for analyzing Coverdell/ESA and custodial accounts alongside 529s. | |
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Direct vs. Advisor-Sold 529 Analysis Compare performance, fees, and implications of each avenue. |
No information available | |
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State Tax Deduction Modeling Calculates impact of state-specific tax incentives. |
State-specific tax impact is included in 529 and other account projections. | |
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Contribution Limit Warnings Alerts if planned contributions exceed legal or plan limits. |
Warns/plans for contribution limits in the UI. | |
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Roll-over & Transfer Tools Assesses pros and cons of moving funds between accounts. |
No information available | |
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Financial Aid Impact Estimates Projects how various funding strategies affect potential financial aid eligibility. |
Financial aid and FAFSA eligibility impacts are estimated based on modeled savings. | |
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Gift & Estate Tax Analysis Evaluates tax implications for relatives funding education. |
No information available | |
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Loan Strategy Modeling Assesses use of student and parent loans within overall plan. |
Loan analysis is available for both student and parent strategies. | |
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Investment Option Comparisons Compares default or custom investment growth rates for each vehicle. |
Investment growth comparisons can be run using historical/custom rates. |
Plan Integration & Holistic Planning
(9 Yes /9 Known /10 Possible features)
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Overall Financial Plan Linkage Education projections are embedded within broader retirement and wealth plans. |
Education module integrates with core financial/retirement planning and overall goal setting. | |
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Cash Flow Impact Analysis Shows how education funding alters available future cash flow. |
Cash flow impact of education savings is analyzed alongside other financial planning areas. | |
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Goal Prioritization Enables ranking and funding order for multiple financial goals. |
Goal prioritization is available, allowing clients/advisors to manipulate funding order. | |
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Simultaneous Scenario Modeling Assess education alongside goals like retirement, home purchase, etc. |
Supports modeling education objectives together with retirement, home purchase, etc. | |
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Custom Time Horizon Setting Set unique planning horizons for each education or family goal. |
Time horizons are modifiable for each planning goal. | |
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Automated Alerts & Recommendations Prompt users if education funding is off-track relative to targets. |
Automated alerts/recommendations are generated when plan is off-target. | |
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Asset Allocation Interaction Visualize the impact of various asset allocation choices on education funding. |
Asset allocation changes can be visually modeled for educational savings. | |
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Income & Expense Integration Ties education planning projections to household budget analysis. |
Education module ties into household budgeting features. | |
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Risk Tolerance Assessment Measures risk preferences in the context of education savings. |
No information available | |
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Adaptive Planning (Life Events) Automatically updates or recommends changes based on life event inputs. |
Scenarios can be updated for major life events (e.g., new child, job change). |
Assumptions & Customization
(10 Yes /10 Known /10 Possible features)
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Custom Asset Growth Rates Input custom investment return or growth rates. |
Growth assumptions for education assets are user-editable. | |
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Editable Inflation Assumptions Override default inflation rates used for projections. |
Users/advisors can edit inflation rates for projection scenarios. | |
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Modifiable Contribution Schedules Allow non-uniform or one-time contribution entries. |
Non-uniform and one-time contributions can be added to plans. | |
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Override Tuition Cost Defaults Direct adjustment of projected expenses for individual cases. |
Tuition and cost defaults can be overridden for specific cases. | |
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Selectable Investment Mix Change investment allocation assumptions for each funding vehicle. |
Users can select or customize investment allocations per vehicle. | |
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Personalized Tax Rate Inputs Adjust federal or state tax rates for precise results. |
Tax rate inputs are customizable for state/federal scenarios. | |
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Custom Grant/Scholarship Entries Add anticipated scholarships and grants to projections. |
Grant and scholarship entries can be added for custom projections. | |
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Variable Withdrawal Schedules Set different withdrawal timeframes or frequencies. |
Withdrawal schedules can be modified to support different payout needs. | |
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Editable Loan Interest Rates Adjust projected interest rates for student/parent loans. |
Projected loan interest rates are user-editable. | |
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Scenario Notes & Rationale Document rationale for client-specific overrides. |
Scenario rationale and override notes can be saved to planning cases. |
Collaboration & Client Engagement
(4 Yes /4 Known /10 Possible features)
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Client Portal Access Clients can view, modify, or comment on calculator scenarios. |
Client-facing portal allows scenario viewing, minor inputs, and commenting. | |
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Shareable Reports/Scenarios Export and share planning scenarios via email or secure links. |
Reports and plans are shareable via secure link or export. | |
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Real-time Collaboration Advisors and clients can work together in real time within the tool. |
No information available | |
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Client Commenting Clients can comment or raise questions directly in their scenarios. |
No information available | |
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Advisor Notes & Action Items Advisors can record to-dos or follow up notes linked to each scenario. |
No information available | |
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Version History Tracking Track changes made to client scenarios over time. |
No information available | |
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E-signature Integration Clients can approve or acknowledge scenarios electronically. |
No information available | |
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Alert Notifications Automatic notifications to advisors/clients of changes or upcoming review dates. |
No information available | |
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Progress Tracking Dashboards Graphical dashboards to view progress toward education funding goals. |
Dashboards with graphical progress trackers are visible in the client and advisor views. | |
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Document Upload & Storage Securely upload supporting documents (acceptance letters, receipts, etc.). |
Document upload capability is noted in platform support materials. |
Reporting & Output
(7 Yes /7 Known /10 Possible features)
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Customizable Reports Templates for personalized, branded outputs. |
Reports are template-based and allow for some customization and branding. | |
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Visual Charts & Graphs Clear, insightful visualizations of projections and comparisons. |
Projections appear as visual charts and graphs in both reporting and on-screen outputs. | |
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PDF & Excel Export Export reports in professional formats for sharing. |
PDF and Excel downloads are available for scenario outputs. | |
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Summary vs. Detailed Reports Choose short or comprehensive output levels for client needs. |
Both summary and detailed projections/reports are available. | |
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Projection Sensitivities Show the impact of adjusting key variables on plan outcomes. |
Scenario analysis includes sensitivity visualizations in some planning modules. | |
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Audit Trail Inclusion Automated log of planning assumptions and changes for compliance. |
No information available | |
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Scenario Comparison Reports Side-by-side reporting of multiple funding strategies. |
Side-by-side strategy comparison is supported in reporting outputs. | |
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Goal Progress Milestone Reporting Visuals and narrative on how close the client is to the funding goal. |
Goal progress reporting features milestone visualization. | |
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Regulatory Compliance Highlights Highlight compliance-relevant details in prints/exports. |
No information available | |
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Automated Periodic Reports Schedule recurring reports for clients, e.g. annually. |
No information available |
Integration & Data Import/Export
(7 Yes /7 Known /10 Possible features)
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CRM Integration Connects directly to client record management systems. |
CRM integrations available (e.g., Redtail, Salesforce), per website and support forums. | |
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Financial Planning Software Integration Links with major financial planning tools/platforms. |
Integrates with financial planning platforms like Orion and eMoney. | |
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Account Aggregation Support Automatically pull in client account data (529 balances, IRAs, etc.). |
Supports account aggregation for 529 and other financial accounts. | |
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Data Import/Export (CSV, Excel, API) Flexibility for user-managed data flows. |
Scenario inputs/outputs can be imported/exported in CSV and Excel. | |
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Open Banking Standards Support Compliance and support for secure external data connections. |
No information available | |
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Single Sign-On (SSO) Integrates authentication with other firm systems. |
Supports SSO for enterprise integrations. | |
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Bulk Scenario Creation Upload large numbers of client cases or prospects simultaneously. |
No information available | |
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Partner School Data Feeds Live updates from educational institutions or grant providers. |
No information available | |
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API Access for Developers Allows custom development and integration with third-party services. |
API is offered for custom integration use-cases. | |
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Cloud Storage Integration Sync reports and plans with major cloud storage providers. |
Provides integration with Google Drive, Dropbox, and other cloud storage providers. |
Regulatory Compliance & Security
(5 Yes /5 Known /10 Possible features)
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Data Encryption All client data is encrypted at rest and in transit. |
All data is encrypted both in transit and at rest, per Advizr security documentation. | |
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User Access Controls Granular security permissions for different advisor/client roles. |
Granular user permissions for advisor/client roles are supported. | |
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Audit Logs Full history of user activity for compliance. |
User activity logging is included for compliance. | |
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SOC 2 Compliance Adheres to relevant SOC 2 security and operational controls. |
No information available | |
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GDPR/Data Residency Features Features for EU/UK compliance or data localization. |
No information available | |
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Consent Management Tracks and manages client data handling permissions. |
No information available | |
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Data Retention Policies Customizable data deletion and archival options. |
No information available | |
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Two-Factor Authentication Enhanced login security for all users. |
Two-factor authentication is enforced for users and advisors. | |
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Breach Notification Protocols Automated systems to detect, report, and remediate breaches. |
No information available | |
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End-to-End Privacy Controls Comprehensive privacy features for sensitive client data. |
Strong privacy controls documented to protect client financial information. |
Support & Training
(5 Yes /5 Known /10 Possible features)
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Knowledge Base Comprehensive how-to guides and FAQs. |
Provides knowledge base, FAQs, and step-by-step guides on website. | |
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Live Chat Support Access to real-time troubleshooting/help. |
Live support chat available during business hours via Advizr support site. | |
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Onboarding Webinars Regular sessions to train new users. |
Onboarding webinars for new users are offered. | |
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Custom Training Programs Tailored training modules for large practices/firms. |
No information available | |
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Video Tutorials Step-by-step walkthroughs in video format. |
Video tutorials are included in the knowledge center. | |
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Prompt Software Updates Guaranteed updates for features/regulatory changes. |
Platform receives regular feature/regulatory updates, per support changelog. | |
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User Community Forums Peer support and idea exchange platform. |
No information available | |
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Dedicated Account Managers Assigned point of contact for enterprise clients. |
No information available | |
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Priority Support Hours Faster response times for critical requests. |
No information available | |
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In-app Help Widgets On-demand help and answers available contextually. |
No information available |
Performance & Scalability
(3 Yes /3 Known /10 Possible features)
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Concurrent User Support Number of advisors/clients that can work simultaneously without slowdowns. |
No information available | |
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Scalability (Clients/Households Supported) Maximum number of client plans or households supported in the system. |
No information available | |
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System Uptime Percentage of time the system is available, excluding planned downtime. |
No information available | |
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Average Response Time Typical time taken to retrieve, compute, or display information. |
No information available | |
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Load Testing Passes Has the system passed high-load stress testing protocols? |
No information available | |
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Disaster Recovery Time Maximum time to recover from major outages. |
No information available | |
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Automatic Failover Redundant systems to ensure continuity if a server fails. |
Automatic failover from primary to backup systems is documented for business continuity. | |
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Data Backup Frequency How often user data is securely backed up. |
No information available | |
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Global Data Center Coverage Distributed servers for reliable international performance. |
Infrastructure is distributed across global AWS data centers. | |
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Bandwidth Optimization Efficient performance even on low-bandwidth connections. |
Platform optimized for performance on varying bandwidths, as noted in product reviews. |
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