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 - 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 ...
How to reset client portals
This article will show you how to resent client portals within Orion. Please follow this link: https://hub.axxcessplatform.com/axxcess-headlines-hr/how-to-create-and-reset-client-portals/
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 - 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: ...