Advizr
@Advizr_Inc
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Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Sign up now for access to Advizr: https://t.co/HHeRXHr64p
NYC
Joined April 2013
Orion Advisor Tech has acquired Advizr, Inc., and our disruptive #FinancialPlanning & #ClientExperience tech will be available as part of Orion’s signature portfolio management platform. Follow @orionadvisor for all future Advizr updates.
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Check out @wealth_mgmt’s monthly Riskalyze FinTech Report Card where they breakdown @OrionAdvisor's recent acquisition of Advizr:
trst.in
What Happened: Cetera Financial Group announced the release of a retirement income strategy tool called "SetIncome" for its advisors. The tool gives advisors the opportunity to create a plan using...
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ICYMI: @orionadvisor has acquired Advizr, Inc., and our disruptive #FinancialPlanning & #ClientExperience technology will be available as part of Orion’s signature portfolio management platform! Orion advisors can sign up now for Advizr access here:
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Starting at 2pm CT today: Don't miss your chance to learn about what @orionadvisor has in store for clients after their recent Advizr acquisition. Register now:
trst.in
With the recent announcement of Orion Advisor Services' acquisition of Advizr, join our upcoming webinar to see how we plan to lead the evolution of client experience by offering technology that...
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Join Friday's webinar to learn more about our recent .@Advizr_Inc acquisition & how we plan to lead the evolution of client experience by offering tech that enables you to connect progress toward your investor’s goals with your investment strategies:
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There's still time to register for tomorrow's webinar to learn how @OrionAdvisor's recent Advizr acquisition can help showcase your advice alpha and redefine the client experience. Register now for this exciting webinar:
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“We want to make sure that they have the right technology stack that’s going to enable their fiduciary experience.” - @OrionAdvisor Founder & CEO @EricRClarke on Orion’s recent decision to acquire Advizr. More via @CitywireUSA
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In this video, Orion Founder & CEO @EricRClarke & Advizr Founder & CEO @hrazazaidi discuss why Orion & @Advizr_Inc came together & what's in store as we continue to differentiate your business & exceed client expectations. Watch now:
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There's still time to register for our @orionadvisor + Advizr webinar: Articulating Your Value Through a Next-Gen #ClientExperience. Learn how Orion plans to lead the evolution of CX with their recent Advzir acquisition. Register now:
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Hear from @EricRClarke, Founder and CEO @orionadvisor, @hrazazaidi, CEO and co-founder of Advizr, Inc. and Dean Cook, CEO of @ftjfundchoice, to learn what Orion & Advizr offers your #business.
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Find out what combining an innovative #FinancialPlanning and client experience #technology platform with @OrionAdvisor's powerful advisor technology means for your business and how you can leverage these tools to deliver a next-level client experience.
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Join us on August 8 for cocktails, networking and financial wellness on one of NYC's best rooftops! If you're a professional in the #personalfinance, #retirement, #HR, #benefits or #wellness space, we'd love to see you there. RSVP here:
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The juncture of @orionadvisor's best-in-class tech & our planning-led client experience gives advisors the tools they need to connect & collaborate with clients. More on how Orion’s Advizr acquisition can help advisors change the client experience game:
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"This sleek tech stack is going to give Orion’s clients & Advizr’s existing customer base an unmatched experience.” – Advizr CEO @hrazazaidi . via @wealth_mgmt:
wealthmanagement.com
Marking yet more consolidation, Orion Advisor Services closed a deal to buy New York-based financial planning and workplace planning tech firm Advizr.
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To learn more about how @orionadvisor and Advizr will be delivering a best-in-class client experience through this acquisition, join our upcoming webinar on August 2nd at 3:00 p.m. EST.
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Together with @OrionAdvisors, we're creating a single platform that enables advisors and firms to improve both operational efficiency and the client experience:
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“By partnering with Orion, we are going to accelerate our joint mission to deliver holistic advice to even more end clients by seamlessly incorporating Advizr, Orion’s technology, and FTJ’s TAMP offering into one user experience" - Advizr CEO @hrazazaidi
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We’re excited to announce @orionadvisor’s acquisition of Advizr. Existing Advizr clients should expect no disruption to their current service, and will be among the 1st to benefit from our position as part of the Orion brand family. More:
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Share our financial wellness calendar with coworkers, clients, friends, or anyone who needs to feel like a melon bucks
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