If you have a Black Diamond account, talk to your CA. Client account balances and asset allocations will be updated daily.
If you have a Blueleaf account, you can enter your token and have your households automatically created in Advizr. Client account balances will be updated twice daily. For setup instructions, see How do I see my Blueleaf clients in Advizr?
Link your Schwab Institutional account with Advizr to automatically import clients and their account balances. Additional instructions are available here.
Automatically import your clients from your Orion account. Account balances and asset allocations for your clients will be updated twice daily. For setup instructions, see How can I update Advizr with my Orion accounts?
Automatically import your clients using a Redtail tag group. Account balances for your clients will be updated twice daily. Please confirm the appropriate tag group is setup with no more than 100 contacts before connecting. If you need to import additional contacts, please email us at firstname.lastname@example.org.
Import your model portfolios from Riskalyze into Advizr. Once imported, you can view, edit, and reorder your portfolios. If you make changes to your portfolios in Riskalyze, make sure to re-import them via the integrations settings page.
After linking your TD VEO account, your clients and accounts will be updated daily, and new clients should appear in Advizr within 24 hours.
Automatically import your clients from your Wealthbox account. For additional setup instructions, see How do I import clients from Wealthbox?