Advizr - How to Invite/Add a Client
Advizr - Add Accounts
This tutorial will show you how to quickly add accounts, account aggregation linking, and tracking inflow and outflow of accounts. 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/
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 ...
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 - Document Vault
This tutorial will show you how to store information related to a client financial life, allow clients to upload important documents, and upload newsletters and articles for your clients. Please follow this link: ...