Advisor Services, LLC (“Orion”), the premier portfolio management
solution provider for registered investment advisors, today announced
enhancements to existing integrations with web-based CRM provider Redtail
Technology, Inc. (“Redtail”) and custodial partner Schwab
Advisor Services, in addition to a new integration with health and
wealth planning software Genivity.
“Orion’s robust integration network empowers advisory firms to build
customized tech stacks aligned to their unique visions,” said Jeff
Kliewer, Director of Integration Partnerships & Support at Orion. “The
most recent enhancements with Redtail, Schwab, and Genivity run the
gamut from increasing back-office efficiencies to enhancing the client
Orion and Redtail Sync Up with an Automated Two-Way Data Sync
The new automated two-way data sync—debuted during a joint FUSE session
at Orion’s Ascent
On the Road event in March—helps advisors streamline the data
management of contact records. Specifically, when an advisor updates a
contact record in either Redtail or Orion, the change automatically
pushes to the other system, eliminating potential data discrepancies.
Previously, data synced from Orion to Redtail, so this new enhancement
simply pushes the data back from Redtail to Orion as well, giving
advisors more time to focus on other initiatives.
The integration is currently in closed beta testing and set to be widely
released to advisors by early July. To learn more about this
for a webinar on June 26 at 11 a.m. CT.
Schwab Digital Account Opening Solution Now Available
Orion’s latest account opening integration features the new digital
account open workflow developed by Schwab Advisor Services. This deep
integration streamlines the new account opening process across Orion’s
platform. In just a few steps, advisors can push data from Orion’s New
Account Center to populate the account open request using the completely
digital workflow Schwab has created, eliminating paperwork and potential
for errors, while saving time for advisors and their clients.
Schwab’s Digital Account Open tool was previewed during the Ascent/FUSE
2018’s “Tech’s Got Talent” marathon coding competition in Miami
Beach, FL last fall. Following the preview, the integration entered beta
testing, which resulted in further refinement driven by client feedback.
The integration is now available to all Orion advisors.
To learn how you can open Schwab accounts with unprecedented efficiency, register
for a webinar on July 12 at 11 a.m. CT.
Orion Integrates with HALO (Health Analysis and Longevity Optimizer)
Projecting future health expenses—and how to budget properly for
them—can be unfamiliar territory for advisors and clients. Through an
integration with Genivity, advisors can facilitate proactive
conversations to plan for longevity, and the costs associated with
health and elder care.
The widely available integration consists of a single sign-on from Orion
into Genivity, in addition to the embedding of Genivity’s Halo Cost Care
Planner assessment within Orion’s Client Portal. It takes less than 5
minutes for a client to complete the interactive assessment within the
Client Portal and the detailed planning analysis is sent directly to the
advisor so they can follow up and engage the client in a more holistic
financial and retirement planning conversation.
To learn more about these and our 100+ available integrations, contact
us at firstname.lastname@example.org
About Orion Advisor Services
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting
service provider for advisors. Our 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. Orion provides the integrated and fully
customizable technology solutions that advisors need to help grow their
businesses over the long term. The firm’s technology solutions empower
more than $800+ billion in AUA and over 3 million accounts. For more,
please visit www.orionadvisor.com
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About Redtail Technology
Founded in 2003, Redtail Technology is a leading provider of web-based
Client Relationship Management (CRM), compliant text messaging solutions
(Redtail Speak), paperless office, and email archiving solutions in the
financial services industry. The company is dedicated to helping
advisors efficiently grow their firms by providing them with the core
technologies that drive their day-to-day operations, offering low cost
and easy to implement applications and integrating with many of the
industry’s most widely used applications. As a pioneer in the financial
technology industry, Redtail is committed to providing advisors
exceptional customer service and strives to contribute in meaningful
ways to its local communities in California, Arizona and Georgia. For
more information, visit www.redtailtechnology.com.
About Charles Schwab
At Charles Schwab we believe in the power of investing to help
individuals create a better tomorrow. We have a history of challenging
the status quo in our industry, innovating in ways that benefit
investors and the advisors and employers who serve them, and championing
our clients’ goals with passion and integrity. More information is
available at www.aboutschwab.com.
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Genivity is an award-winning, longevity-planning technology platform
that helps advisors deepen client relationships, generate referrals, and
connect with the next generation ahead of the wealth transfer. The HALO
Planner (Health Analysis & Longevity Optimizer), the flagship Genivity
product, is a client-focused experience providing advisors with
customized, data-driven longevity and health expense projections for
their clients as part of a holistic planning experience. More
information is available at https://www.genivity.com.
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