As a financial advisor, one of the most difficult aspects of your job is effectively managing...
Orion Advisor Services, LLC and Wealth Access, Inc. Announce Platform Integration to Deliver Industry Leading Client Portal
Integrated Advisor Services Platform–OMAHA, NE–(Marketwired – February 04, 2016) –
- Deploying a best-in-breed methodology, Orion Advisor Services and Wealth Access are partnering to integrate their platforms
- Wealth Access’ aggregated, reporting level data and balance sheet views are now available through Orion via single sign-on capability
- Orion’s client portal will be enhanced to include a premium balance sheet view with advanced aggregation capabilities to supplement its existing data feeds
Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider for financial advisors, has announced the evolution of its integration with Wealth Access, Inc., a leading personal financial management platform. Together, Orion and Wealth Access are partnering to streamline the ability to integrate assets and liabilities within the Orion Client Portal and deliver a new aggregated balance sheet view.
