Settings & Assumptions
(4.22.2020) New User - Orion Planning Webinar
Join us on Wednesday April 22nd, 2020 at 12:30pm CST for a new user webinar on financial planning!
What will I Learn?
- Obtain a high level understanding of Advizr, and what makes it unique.
- 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.