(2.19.2020) New User - Advizr Financial Planning Webinar

Join us on Thursday February 19th, 2020 at 12:30pm CST for a new user webinar on financial planning!

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.