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Portfolio > Portfolio Construction

Orion Integrates With Web Form Provider

By Danielle Andrus

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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.

“Orion’s partnership with Quik helps advisors process new accounts in an automated fashion, helping advisors stay on par with robo-offerings,” Jeff Kliewer, manager of integration partnerships for Orion, said in a statement. “Orion is dedicated to helping advisors create a more efficient and effective practice, and autofill forms helps advisors decrease the time spent on paperwork, allowing them to spend more time on their clients.”

In July, Orion launched a comprehensive onboarding and back-office tool designed specifically for TAMPs.

Orion teamed up with AdvisoryWorld, a portfolio modeling and proposal generator, to provide lead acquisition and portfolio modeling support, as well as risk- and goals-based proposal generation for its TAMP users. Mineral Interactive, a digital strategy and design firm, provides advisors with a customizable user interface, digital strategy and messaging support, branding guidelines and a logo.

— Read How Orion Advisor Services Is Helping Advisors Manage Credit Risk on ThinkAdvisor.

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