A new integration between Orion and Asset-Map is designed to bring advisors closer to a fully integrated meeting experience, where clients can see their full financial picture clearly on one screen. Advisors can access Orion household data directly through the Asset-Map Platform to see details about their client’s performance, documents, statements, and allocation in a clean, one-page visual summary. 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 populate their maps with Orion’s household data, offering a more detailed snapshot of their client’s financial life.”
“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.”
The Asset-Map platform blends design thinking and personal finance to deepen client relations, spark meaningful conversation with clients, and efficiently illustrate their complete financial landscape all in a simple, one-page/screen visualization. Asset-Map was designed to increase client engagement and sales for financial professionals and firms who use it to facilitate client discussions. For more information about Asset-Map visit www.asset-map.com.
ABOUT ORION ADVISOR SERVICES
Orion Advisor Services, LLC (Orion) is a portfolio accounting service provider for advisors. Orion provides integrated and fully customizable technology solutions for advisors committed to building great advisory firms. Orion’s technology solutions empower more than $675 billion in AUA and over 2 million accounts. To learn more, visit www.orionadvisor.com.