Posted By William Duke Wednesday, November 01 2017 at 11:43 AM Doesn't Advizr offer a Collaborative Financial Planning Solution? If not, what am I missing? What does it lack to fit the criteria you describe above? Posted By M. SCHILLER Wednesday, November 01 2017 at 11:37 AM Have you shared this great article with the software firms that might be able to begin implementation? It might spur them into action to help all of us.