The Eyeballs Financial app was designed to simplify your clients’ financial statement inquiries. You can personalize your most frequently asked questions by creating your “Favorite Question” list. Thus eliminating unnecessary financial categories to get to your bottom line.
Asset-Map®’s purpose is to change the conversation between financial professionals and their clients from analysis to advocacy, from judgement to perspective, from paralysis to action. We visually facilitate meaningful financial conversations between professionals and their clients™. Founded by successful financial advisors, Asset-Map® delivers practice management solutions transforming the advisor-client relationship by visually facilitating meaningful financial conversations. The Asset-Map Platform is cloud-based, professionally branded and delivered through the most common meeting formats today: using paper, computers, tablets or through virtual meetings. Advisors choose to use Asset-Map because it provides the next-generation of a continuous discovery process for opportunities to suitably serve their clients. In 2016, Advisors, broker-dealers, RIAs, agents and agencies have mapped over $326 billion (as of 7/31/16) in financial instruments on the Asset-Map Platform. To learn more, visit www.asset-map.com.
Asset-Map integrates with Orion to pull the Household and Account level data into the Asset-Map so that you can see your custodial investment accounts along side the clients other assets and liabilities captured and presented in their platform. Additionally, several impactful Asset-Map widgets are available in the Insight dashboard, enhancing client presentations and further transforming the advisory/planning conversation in the context of the holistic financial picture.
Telemet America, Inc. offers an investment information platform and service. For almost four decades, investment professionals have enjoyed Telemet’s market data platform with real-time prices, financial data and analytics. Telemet also offers its platform to business school finance departments. This prepares students for investment management positions upon graduation and helps faculty with financial and market data research.
Orion Advisor Services provides Telemet data via our API to power their Telemet Orion platform.
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney’s award-winning software and resources are tailored to transform the advisor’s ability to implement comprehensive financial plans and prepare clients for a secure financial future.
In an increasingly digital world, eMoney continuously reinvents its wealth-management platform by keeping pace with cutting-edge technology trends. eMoney enables advisors to focus on client retention, the growth of their practice, and, most importantly, putting their clients first—all through the infusion of innovative solutions.
eMoney pulls account balance and performance data to help aid in the financial planning process. Run select Orion reports on-demand.
Our vision to fully integrate Orion Planning’s next-generation client portal technology into Orion Connect starts with a single sign-on (SSO) integration, asset class mappings, and account type mappings (based on Orion’s defaults) from Orion to Orion Planning. The SSO integration works at the advisor and rep level, allowing these stakeholders to engage with financial advice faster in order to provide more meaningful results.
Advisors Assistant is a comprehensive Contact Management System that helps you keep in touch with your clients to keep them from straying to other advisors. It also helps you organize your office, work more efficiently, and increase sales.
You know how important client contact is, and so do we. We’ve designed a system that will help you track as much information as you need about your clients and prospects, and then use that information to find targeted lists of people for marketing campaigns. Plus, Advisors Assistant links directly with Microsoft Word and Outlook to help you quickly and easily get marketing mailings and emails out to your clients and prospects.
Advisors Assistant pulls basic account information and balances through Orion’s web services to add efficiency through having your data all in one place.
MoneyGuide, created by PIEtech®, is the leading interactive web-based financial planning software that scales to meet the needs of all financial professionals. PIEtech® offers three dynamic configurations to MoneyGuide – MoneyGuideOne, MoneyGuidePro® and coming soon, MoneyGuideElite. Smart and adaptable, you can now provide a profitable planning experience for every client.
Orion integrates with MoneyGuide by pushing Household/Account level data in MG for use in financial plans. Then Orion can pull back Financial Plan report elements including the Plan Summary, Monte Carlo Results, Net-Worth Summary, and Insurance Information into the Report Builder, Insight, and Client Portal Apps.
https://www.moneyguidepro.com