(3.25.2020) New User - Orion Planning Webinar

Join us on Wednesday March 25th, 2020 at 1:30pm CST for a new user webinar on financial planning!

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What will I Learn?

Advizr Capabilities

  • Obtain a high level understanding of Advizr, and what makes it unique.

Accessing Advizr

  • Learn how to SSO from Orion to establish the data sync between the two systems.

Building A Plan

  • Utilize Advizr’s modularized wizards to deliver actionable advice to clients for one unique goal, or a comprehensive financial plan.