Mineral Interactive, AdvisoryWorld and Orion Advisor Services Unveil New Technology and Marketing Program Designed Specifically for TAMPs

Mineral Interactive, AdvisoryWorld and Orion Advisor Services Unveil New Technology and Marketing Program Designed Specifically for TAMPs

Three of the financial services industry’s leading software and marketing partners have joined forces to fulfill TAMPs’ need for white-labeled technology with dynamic UI/UX and heightened administrative oversight privileges. Mineral Interactive, AdvisoryWorld, and Orion Advisor Services have announced “Catalyst,” an end-to-end technology and marketing program for TAMPs looking to build or upgrade their technology platform with an interactive advisor-to-investor on-boarding experience seamlessly coupled with a high powered back office.

Features of the integrated offering include:

  • Customizable user interface, complete digital strategy and messaging, brand guidelines, and logo creation by Mineral Interactive
  • Lead acquisition, portfolio modeling, risk and goals-based proposal generation by AdvisoryWorld
  • Unified Managed Account maintenance, new account opening and back office services by Orion Advisor Services

FTJ FUNDCHOICE IS EARLY ADOPTER

Dean Cook, President of FTJ FundChoice, a TAMP with over $8B assets under administration and an early adopter of Catalyst, said: “At FTJ FundChoice, we listen to advisors and work tirelessly to meet their needs. We choose to work with trusted technology and marketing providers who understand our specific needs as a TAMP as well as the needs of our advisors and their clients. Since 2010, we have worked with Orion Advisor Services and when we learned of their integrations with AdvisoryWorld and Mineral we knew that the combination of all four of us would create an unrivaled custom technology solution. Orion, AdvisoryWorld and Mineral exceeded our expectations in creating our custom digital advice solution, Portfolio Target.”

TRIO RESPONDS TO INDUSTRY DEMAND

“We couldn’t be more pleased to be working with two of fintech’s best advisor technology firms in AdvisoryWorld and Orion on this joint partnership,” said Jud Mackrill, CEO and co-founder of Mineral. “After more than a decade of working with TAMPs in various capacities, getting the chance to now help mold their digital strategy and user experience of new ways to engage their audience is an opportunity to expand how technology can drive growth.”

Michael Wilson, COO & President of AdvisoryWorld, added, “We teamed up to create this program in response to industry demand. We at AdvisoryWorld, Orion and Mineral, have worked with many TAMPs over the years and have gotten to know their value propositions and needs first-hand, much like the tens of thousands of financial advisors we all serve daily. We’re excited to collectively offer the high level of tailored technology and marketing that TAMPs require.”

“Empowering advisors to create personalized technology solutions is part of the core mission of Orion,” said Eric Clarke, CEO of Orion. “Our portfolio accounting platform has been used by TAMPs since our inception to create scalable solutions for reps and their end clients alike and this partnership is the next extension in our services to this part of the industry.”

For more information on Catalyst, please visit https://www.catalystforadvisors.io.

ABOUT MINERAL INTERACTIVE

Mineral employs a diverse team of creative professionals and strategists who are passionate about partnering with client-focused firms looking for custom marketing solutions. Mineral provides financial institutions with websites, digital strategy, user interface design, brand strategy, and creative content generation including animated and live video production. Inbound marketing, content marketing and paid media are also specialties of the firm.

For more information about Mineral, visit mineral.is or follow Mineral on Twitter at @getmineral

ABOUT ADVISORYWORLD

AdvisoryWorld a provider of investment analytics, portfolio modeling and proposal generation technology for the financial services industry. Their technology is delivered via off-the-shelf web applications, API, and Professional Services. Founded in 1987, AdvisoryWorld is headquartered in Los Angeles, CA, and currently services over 30,000 investment professionals nationwide. For more information, please visit www.advisoryworld.com.

ABOUT ORION ADVISOR SERVICES

Orion Advisor Services, LLC (Orion) is a portfolio accounting service provider for advisors. The firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion’s integrated and fully customizable technology solutions technology solutions empower more than 1,000 advisory firms with total assets under administration in excess of $450 billion, from more than 1,500,000 individual accounts. For more information about Orion, visit www.orionadvisor.com and follow Orion on Twitter: @orionadvisor

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