As we transition to Orion Portfolio Solutions, our technology is getting enhanced for a dramatically improved advisor experience. One of those enhancements is the integration of financial planning technology with your asset management platform, through Advizr (recently acquired by Orion Advisor Services).
Advizr is a full-service financial planning platform. It allows advisors to aggregate all of their clients’ financial data in one place, define and track goals against their financial data, take actionable steps to reaching those goals, and maintain a clear picture of their current and projected financial wellbeing.
Join us for a guided tour of the platform, and learn how you can integrate financial planning into your business for a more robust client experience. We’ll discuss:
- How Advizr is going to work with your current investment platform
- The benefits available to your clients
- How you can get started
- Plans to expand our financial planning offering in future months
For professional use only. Not intended for public distribution.
0554 - FTJFC - 8/9/2019