Advizr
Financial ServicesView the employees at
Advizr-
John Social Social Media at Advizr
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New York City Metropolitan Area
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Rising Star
Hussain Zaidi Office Manager at Advizr-
New York City Metropolitan Area
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Rising Star
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Overview
Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Advizr, known for its sleek interface and impressively intuitive user experience, enables advisors, financial institutions, and even employers to engage investors in many different ways, depending on their service model — from highly collaborative to fully investor-led. This versatility is powerful, when coupled with a best-in-class client portal that provides investors with a range of dynamic personal financial management capabilities powered by a comprehensive financial planning engine. And with the ability to seamlessly support both goal- and cash-flow-based methodologies, Advizr has made the traditionally complex planning experience simple.