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Advizr | Orion Advisors Services

Advizr entered the advisor tech space in 2012 and expanded its focus to the employee financial wellness market. Its client experience platform is known for its sleek interface and intuitive user experience, Orion noted in a July 11 announcement about the acquisition.

Advizr’s technology allows advisors, financial institutions and employers to engage investors in various ways, depending on each client’s service model — from highly collaborative to fully investor-led, Orion said. That versatility is accompanied by a “best-in-class” client portal that Orion said provides investors with a variety of “dynamic personal financial management capabilities powered by a comprehensive financial planning engine.” With its ability to seamlessly support goal- and cash-flow-based methodologies, Advizr has made the traditionally complex planning experience easier, Orion said.

Website

https://orionadvisortech.com/solutions/financial-planning/

Contacts

https://www.linkedin.com/company/orion-advisor-solutions/

https://twitter.com/orionadvisor

Advizr
  • Financial Planning
Advizr

Companies that integrate with Advizr

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
Blueleaf
Blueleaf
Blueleaf is a provider of Financial Relationship Management Software.
#Portfolio Reporting #Account Aggregation #Billing
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
Independent Financial Partners (IFP)
Independent Financial Partners (IFP)
Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida.
#Broker-Dealer Platforms #Portfolio Accounting #Portfolio Management #Retirement Planning
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Quovo
Quovo | Plaid
Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions.
#Account Aggregation
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
#Risk Profiling #Analytics #Rebalancing #Trading #Portfolio Management #Proposal Generation
SEI
SEI Wealth Platform
The SEI Wealth Platform is an end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure.
#Custodial Platforms
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Portfolio Management #Trading #Investment Research #Retirement Planning
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.
#Custodial Platforms
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM

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