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Retirement Planning > Social Security

Orion Integrates With FutureVault

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Orion Advisor Services announced on Monday that it is integrating with FutureVault, a collaborative information management platform.

Advisors on Orion’s platform will be able to store and manage clients’ financial, legal and personal documents, and track them when they are shared with other entities in a client’s advisory network, like CPAs, attorneys or insurance brokers.

(Related: Orion Integrates With Web Form Provider)

The Digital Collaborative Vault will also feature bank-grade security and privacy; optical character recognition to digitize paper documents; and a preconfigured digital filing cabinet with a flexible infrastructure for folders, documents and document forms.

“FutureVault provides a unique opportunity for Orion advisors to deepen existing client relationships and build multigenerational ones,” Eric Clarke, CEO of Orion Advisor Services, said in a statement. “FutureVault provides the security and organization that will not only bring quantifiable value to clients’ daily lives, but will also help Orion advisors differentiate their overall offering, streamline business processes, improve the robustness of their compliance regimes and ultimately enhance the overall client experience.”

Orion serves more than 1,200 advisory firms, with $500 billion in assets under administration.

John Orr, CEO of FutureVault, said that his firm’s “intelligent and intuitive filing system and unique collaboration features offer Orion advisors and their clients a solution to save time, increase productivity and provide new levels of security and peace of mind while ultimately deepening their relationship.”

He added, “Orion has recognized the requirement to and benefits of managing and organizing personal and business information with the same focus and expertise as a client’s financial assets.”

— Read Orion Forms New Partnership to Launch Tech, Marketing Platform for TAMPs on ThinkAdvisor. 


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