Financial Planning and Orion - Advizr
This article will show you how to get started on Advizr.
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/
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 - 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 - 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 ...