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.

Click Here to watch the Orion Planning SSO Tutorial

  • 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