Advizr - Enhancing your clients experience & Setting Goals
This tutorial will show you
how to implement Advizr into your business to enhance your client’s experience,
create easily digestible graphs that clients can view, and track information so
clients can ensure they are on target to meet their financial goals.
Please follow this link: https://hub.axxcessplatform.com/training/advizr-goal-results/
Advizr- Setting Objectives
This tutorial will show you how to create a holistic financial picture for clients, navigate the setting features within Advizr, and introduce workflows designed to gather data for specific financial plans. Please follow this ...
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: ...
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/
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 ...