Settings & Assumptions
Orion to Advizr Login Step-by-Step *Video*
This video walks through the steps to Single Sign-On(SSO) from the Orion Connect portal to Advizr.
- SSO through Orion Connect is a necessary step in connecting a household in Orion to the financial plan in Advizr.
- Household and Performance data will feed through to the plan.
*For Orion subscribers only