Advizr - How to Invite/Add a Client
This tutorial will show you how to add clients to advizr, how to invite clients to advizr, and checking notifications and user activity within Advizr. Please follow this link: ...
Financial Planning and Orion - Advizr
This article will show you how to get started on Advizr. Please follow this link. https://hub.axxcessplatform.com/training/financial-planning-and-orion-advizr-quick-start-guide/
Advizr - Reporting
This tutorial will show you how to create reports to track different financial plans, include cash flows, balance sheets, advanced reports, asset allocation, and action steps. As well as providing your client the ability to navigate to their ...
Advizr - Start a Plan
This tutorial will show you how to navigate to a financial planning goal, understand the selected workflow, and engage clients in the financial planning process through Workflows. Please follow this link: ...
ADVIZR Onboarding Guide
This article will show you how to set up a client within Advizr from start to finish. Please follow this link: https://hub.axxcessplatform.com/axxcess-headlines-hr/advizr-client-onboarding-and-quick-reference-guide/