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.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 36 W 25th St, New York,10010,united States
- Phone
- 1(844) 223-8497
- we****@****izr.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.orionadvisortech.com
- HQ
- New York
- Competitors
- Budge, Nitrogen, Gigpro, Newfront, Axial, Orion, Wealthbox, Envestnet, Harri, Fortris.
Advizr Questions
Advizr's helpline number is 1(844) 223-8497
Advizr's website is http://www.orionadvisortech.com
Advizr's LinkedIn profile is https://www.linkedin.com/company/advizr
Advizr has
6 employees.
View email and phone details for 6
employees at Advizr.
Advizr's industry is
Financial Services
Advizr's support email address is welcome@advizr.com
Advizr's categories are Financial Services
Advizr's founding year is 2013
