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