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.
  • Account balances and asset allocations for your clients will update daily
  • For additional information, see: How do I link my Black Diamond account?

Blueleaf

Charles Schwab

  • Link your Schwab Institutional account with Advizr to automatically import clients, account balances and asset allocations.
  • Account balances and asset allocations for your clients will update daily
  • For additional setup instructions, see How do I link my Schwab Institutional Account?

Orion

Redtail

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, account balances and asset allocations will update 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