Advizr (@advizr_inc) 's Twitter Profile
Advizr

@advizr_inc

Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Sign up now for access to Advizr: bit.ly/2T63EcP

ID: 1375648200

linkhttp://bit.ly/2T63EcP calendar_today23-04-2013 23:01:56

1,1K Tweet

1,1K Followers

634 Following

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Share our financial wellness calendar with coworkers, clients, friends, or anyone who needs to feel like a melon bucks bit.ly/2Xz1Duy

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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: bwnews.pr/2xHeyfh

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: bwnews.pr/2xHeyfh
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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 Hussain Zaidi, CFP® bwnews.pr/2xIo95r

Advizr (@advizr_inc) 's Twitter Profile Photo

Together with @OrionAdvisors, we're creating a single platform that enables advisors and firms to improve both operational efficiency and the client experience: bwnews.pr/2xOct0V

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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. bit.ly/32hDtEj

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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 Hussain Zaidi, CFP® via WealthManagement.com: bit.ly/2Sa4ncH

Advizr (@advizr_inc) 's Twitter Profile Photo

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: trst.in/upBIdn

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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: bit.ly/2O5JY9Y?

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: bit.ly/2O5JY9Y?
Advizr (@advizr_inc) 's Twitter Profile Photo

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. bit.ly/32hDtEj

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. bit.ly/32hDtEj
Advizr (@advizr_inc) 's Twitter Profile Photo

Hear from Eric Clarke, Founder and CEO @orionadvisor, Hussain Zaidi, CFP®, CEO and co-founder of Advizr, Inc. and Dean Cook, CEO of @ftjfundchoice, to learn what Orion & Advizr offers your #business. bit.ly/2JC50ZB

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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: trst.in/elqosL

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: trst.in/elqosL
Advizr (@advizr_inc) 's Twitter Profile Photo

In this video, Orion Founder & CEO Eric Clarke & Advizr Founder & CEO Hussain Zaidi, CFP® discuss why Orion & Advizr came together & what's in store as we continue to differentiate your business & exceed client expectations. Watch now: bit.ly/2K84iCp

In this video, Orion Founder &amp; CEO <a href="/EricRClarke/">Eric Clarke</a> &amp; Advizr Founder &amp; CEO <a href="/hrazazaidi/">Hussain Zaidi, CFP®</a> discuss why Orion &amp; <a href="/Advizr_Inc/">Advizr</a> came together &amp; what's in store as we continue to differentiate your business &amp; exceed client expectations. Watch now: bit.ly/2K84iCp
Advizr (@advizr_inc) 's Twitter Profile Photo

“We want to make sure that they have the right technology stack that’s going to enable their fiduciary experience.” - @OrionAdvisor Founder & CEO Eric Clarke on Orion’s recent decision to acquire Advizr. More via -- bit.ly/2GyJBP8

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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: bit.ly/2K1vOSk

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: bit.ly/2K1vOSk
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Join Friday's webinar to learn more about our recent Advizr 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: bit.ly/2K1vOSk

Advizr (@advizr_inc) 's Twitter Profile Photo

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/W4kKya

Advizr (@advizr_inc) 's Twitter Profile Photo

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: bit.ly/2T63EcP

ICYMI: @orionadvisor has acquired Advizr, Inc., and our disruptive #FinancialPlanning &amp; #ClientExperience technology will be available as part of Orion’s signature portfolio management platform! Orion advisors can sign up now for Advizr access here: bit.ly/2T63EcP
Advizr (@advizr_inc) 's Twitter Profile Photo

Check out WealthManagement.com’s monthly Riskalyze FinTech Report Card where they breakdown @OrionAdvisor's recent acquisition of Advizr: trst.in/uhsor0