Advizr - Financial Planning

With Orion's acquisition of ADVIZR, the financial planning software is now included in the cost of the Orion platform. In order to activate access to the financial planning tool, please first watch the on demand webinar found here: https://oas.force.com/OrionSupportApp/s/article/New-User-Orion-Planning-Webinar

After watching the webinar, you can chat with the 'financial planning' SME team to request access.