How can I integrate with other software?

What integrations can I connect with Advizr and how can I set them up?

*Please note: Riskalyze & Experian are the only integrations available to Orion Subscribers*

 

I am an Orion Subscriber:

 


  • Riskalyze

    • Import your model portfolios from Riskalyze into Advizr.
    • Once imported, you can view, edit, and reorder your portfolios.
    • If you make changes to your portfolios in Riskalyze, make sure to re-import them via the integrations settings page.
  •  Experian

    • Offer client protection services like social security number tracing, timely alerts, credit score, non-credit loan, financial account, change of address, and dark-web monitoring.
    • This is only available to Orion subscribers. For more information please contact the integrations team at integrations@orionadvisor.com.
*Please note all custodial & CRM integrations should go through Orion to Advizr to eliminate duplication

I am a Standalone Advizr Subscriber:

 

  • Black Diamond

    • If you have a Black Diamond account, the first step is to speak with your Client Advocate.
    • Account balances and asset allocations for your clients will update daily
    • For additional information, see: How do I link my Black Diamond account?
  • Blueleaf

  • Charles Schwab

    • Link your Schwab Institutional account with Advizr to automatically import clients, account balances and asset allocations.
    • Account balances and asset allocations for your clients will update daily
    • For additional setup instructions, see How do I link my Schwab Institutional Account?
    • Redtail

      • Import your model portfolios from Riskalyze into Advizr.
      • Once imported, you can view, edit, and reorder your portfolios.
      • If you make changes to your portfolios in Riskalyze, make sure to re-import them via the integrations settings page.
    • TD Ameritrade