(1.8.2020) New User - Advizr Financial Planning Overview

Missed the New User webinar for Advizr? Don't worry you can watch on demand by clicking the link below!

New User - Advizr Financial Planning Overview Webinar

 

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.