Resource Center

How can I integrate with other software?

What integrations can I connect with Advizr and how can I set them up?

Black Diamond

If you have a Black Diamond account, the first step is to speak with your Client Advocate. Client account balances and asset allocations will be updated daily. For additional information, see: How do I link my Black Diamond account?

Blueleaf

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?

Charles Schwab

Link your Schwab Institutional account with Advizr to automatically import clients and their account balances. For additional setup instructions, see How do I link my Schwab Institutional Account?

Orion

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?

Redtail

For setup instructions, see How do I import clients from Redtail? Account balances for your clients will be updated twice daily.

Riskalyze

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.

TD Ameritrade

After linking your TD VEO account, your clients and accounts will be updated daily, and new clients should appear in Advizr within 24 hours. For additional setup instructions, see How do I link my TD Veo Account?

Wealthbox

Automatically import your clients from your Wealthbox account. For additional setup instructions, see How do I import clients from Wealthbox?