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How Orion’s Acquisition of Advizr, Inc. Will Transform the Client Experience

On July 11, our sister company Orion Advisor Services acquired Advizr, Inc., a financial planning and client experience technology platform known for its sleek interface and intuitive user experience.

What does that mean for ftj | FundChoice?

Our mission has always been to help advisors simplify the way they run their businesses so they can focus on delivering the best experience possible for their clients. Offering access to Orion’s robust suite of technology solutions is helping us do just that.

Now, with Orion’s acquisition of Advizr, our advisors will be able to completely transform the client experience. 

The financial industry’s shift to planning-based relationships, coupled with rising consumer demands thanks to digital delivery giants such as Amazon and Netflix, has resulted in the need to for advisors to differentiate themselves by not only meeting client expectations, but exceeding them.

To do that, connection and collaboration are critical. Combining Orion’s best-in-class technology with Advizr’s planning-led platform gives advisors the tools they need to strengthen their client relationships by empowering open conversations that turn clients from passive observers into active participants in their financial futures.

“We are excited to incorporate Advizr’s income planning capabilities into our TAMP,” said Dean Cook, CEO of ftj | Fundchoice. “With 10,000 baby boomers retiring each day, providing our advisors with a strong income-oriented proposal tool is a top priority for us.”

Integrating Advizr with the Orion platform allows our advisors to:

  • Begin the fiduciary process with client goals at the forefront
  • Power the TAMP experience with better income proposal capabilities
  • Demonstrate the connection between investor’s goals and the income strategies proposed to meet them
  • Upgrade clients to a best-in-class client portal

At ftj | FundChoice, our focus has been on the investing “how”: using our MMS to diversify across strategic and tactical asset allocations, as well as non-correlated assets. By adding Advizr’s capabilities to our services, we’ll be able to incorporate the “why”: increasing transparency in client communications and marrying strategies with goals to create a purpose-driven roadmap.

Advizr will be folded into the Orion tech platform, and the integration will roll out in phases. Advizr’s Advice-Driven Experience tool will become part of Orion’s core solutions — similar to reconciliation, reporting, billing, and trading — available to ftj | FundChoice advisors.

For more information about how Orion and Advizr can help you deliver a best-in-class client experience, join our webinar, held August 2nd at 3 p.m. EST.

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