To keep up with the onboarding experience offered by robo-advisors, Orion announced on Thursday that it is integrating with form automation provider Quik to streamline custodial and custom form processing.
Advisors using Orion’s platform will be able to convert electronic or paper documents to a secure web form. The form can then be populated with firm or client data pulled from Orion’s platform.
Advisors can upload their own custom forms or choose from Quik’s library. Quik itself is integrated with all major custodians and offers their forms in its library.
Forms can be sent through DocuSign for e-signatures and downloaded as a PDF.