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September 18, 2017 at 02:04 PM
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.”
