Advizr Email Format
Financial ServicesNew York, United States2-10 Employees
Advizr operates in the financial services sector and is based in New York. Orion Advisor Technology acquired Advizr in July 2019 to elevate the parent company's client experience and financial planning offering. The product is noted for its sleek, intuitive interface that supports engagement with investors across different service models, from collaborative to investor-led. A client portal provides dynamic personal financial management features built on a comprehensive planning engine and supports both goal- and cash-flow-based methodologies to simplify complex planning. Advizr is part of Orion Advisor Technology following the 2019 acquisition. In February 2023, Orion launched BeFi20, a behavioral finance tool designed to help advisors strengthen client relationships.