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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 ...
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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 ...
Legacy Client Portal Settings
When changing settings in the client portal, it can be done at multiple levels (Client, Rep, Broker Dealer). When you are changing settings please be mindful what level you are selecting before making the following changes. Scenarios when portal ...
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/