Advizr

Orion Advisor Services purchases financial planning tech firm Advizr

Orion Advisor Services has bought Advizr, a financial planning software provider headquartered in New York. The companies did not reveal…

Fiduciary Trust selects Advizr to power digital advisory capabilities

Fiduciary Trust Company International, a unit of Franklin Templeton Investments, has tapped fintech firm Advizr to develop digital capabilities for…