Financial advisors using Everplans Professional (“Everplans”) and Orion Advisor Services, LLC (“Orion”) now have a new tool to engage and grow their client base. Everplans, a guided life and legacy planning platform that helps people create, store, and securely share all the important plans and information their family would need if something were to happen to them, is the first platform of its kind to integrate with Orion’s open API.
The new feature, available today, enables advisors to create an Everplans account for each client directly from the Orion platform. Building on the feature previewed at the 2016 Fuse Conference, the integration also allows firms utilizing Orion to receive notifications when new leads are generated by the Everplans referral system, Network Amplifier. As clients build their Everplan, they share their Everplan with “Deputies;” family, heirs, attorneys, accounting professionals, and other trusted associates. These Deputies can now request their own Everplan from the advisor, generating inbound leads. These leads are then added to the notification system within Orion, closing the loop.
“Advisors do much more than manage assets for their clients; the guidance and advice advisors provide help create a healthy financial state that touches every part of a client’s life,” said Eric Clarke, CEO of Orion. “Integrating with technology offered by Everplans allows us to help our advisors create a more complete financial plan for each unique client they serve.”
Dan Kiley, CFP®, CEO and President of Retirement Corporation of America, a current Everplans and Orion client, recently shared some feedback on this integration, “Right now our technology allows us to capture what is important in our clients’ financial lives. But true, holistic financial planning should incorporate additional information about our clients and their families’ lives including accomplishments, hobbies, goals and dreams. The integration between Orion and Everplans has the potential to significantly enhance the way we serve our clients’ families.”
“Advisors are missing opportunities to build relevant, contextual referral networks, strengthen relationships, and provide value-added services for next generation prospects,” said Abby Schneiderman, Everplans co-founder and co-CEO. “We are thrilled to be partnering with Orion to help their clients and their clients’ heirs have more meaningful interactions, retain assets and build relationships across generations.”
Technology Builds Trust
Last September, Everplans participated in the third annual FUSE event hosted by Orion, and this integration being announced today is the direct result of a collaboration during the conference. After the conference, a panel of seven industry thought leaders awarded Everplans the “Best New Financial Planning Integration for New Business and Retentions.”
A webinar to demonstrate the integration will be available for current Orion and Everplans users on March 16th at 11 AM EST – register here. Current Orion platform users that are interested in utilizing the Everplans Professional platform can request a demo.
Everplans is a guided life and legacy planning platform that helps people create, store, and securely share all the important plans and information their family will need in the future. Through a combination of original content, a personalized guidance engine, an intuitively organized digital vault, and an enterprise platform for professionals, Everplans helps people create an estate plan that aggregates financial, health, personal, digital, and legacy information in one simple and accessible place. The company was founded by Adam Seifer and Abby Schneiderman, entrepreneurs with a passion for helping people and a proven track record of creating successful online communities. For more information, please visit www.everplans.com and follow Everplans Professional on Twitter: @EverplansPro.
Orion Advisor Services, LLC 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 frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. The firm’s technology solutions empower more than 950 advisory firms with total assets under administration in excess of $400 billion, from more than 1,415,000 individual accounts. For more information about Orion, visit www.orionadvisor.com and follow Orion on Twitter: @orionadvisor