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