Philadelphia, Aug. 28, 2018 - Today, Asset-Map announces a new integration with Orion Advisor Services (“Orion”), the premier portfolio accounting solution provider for registered investment advisors. This integration brings advisors closer to a fully integrated meeting experience, where clients can see their full financial picture clearly in one screen.
“We are excited to integrate with Orion and offer portfolio data population and performance access within Asset-Map,” said H. Adam Holt, founder and Chief Executive Officer at Asset-Map. “We've seen a trend in the financial services industry of advisors needing their digital advice solutions to create clearer and more actionable meeting experiences. With the native Orion and Asset-Map integration, advisors can focus less on the technology and more on the client and advice delivery.”
With this integration, advisors can access Orion household data directly through Asset-Maps Platform to get a deeper view on the details about their client’s performance, documents, statements, and allocation in a clean, one-page visual summary. With this integration, advisors can easily show their clients a more informative snapshot of their financial landscape.
“Asset-Map’s ability to create a big-picture, comprehensive financial dashboard for clients is a valuable addition to the arsenal of any advisor,” said Eric Clarke, founder and CEO of Orion. “With this integration, advisors can access Asset-Map through Orion Insight, taking full advantage of our data-rich platform within their workflow.”
To learn more about Asset-Map’s integration with Orion, please visit: https://www.orionadvisor.com/asset-map-integration/