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Connecting the [Tech] Dots

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The new product was launched by E*Assist LLC, an operational system that is contributing its Salesforce customized CRM for advisors, along with practice, client and compliance management, data integration and operational support. Orion Advisor Services provides its Portfolio Accounting Engine, which features performance and cost-basis calculations, data aggregation, trading and modeling. And MoneyGuidePro (MGP)–developed by PIEtech, Inc.–integrates Web-based, goal-oriented financial planning software into the platform.

Says E*Assist President Jeremy Condie: “In today’s highly competitive environment, it has become imperative for advisors to integrate technology, data and services on a single platform. We…deliver a solution that will enable financial advisors to attain superior work efficiency by giving them the freedom to choose and link to the best available applications that add the most value to their businesses.”


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