Orion, MaxMyInterest Give Advisors New Client Cash Solution

There is also an option to designate Max balances as part of the client’s asset allocation, as well as support to show individual, joint and revocable trusts all within the same report or portal for a client or advisor, the companies said.

This “integrated solution” will help advisors “better serve their clients,” according to Michael Halloran, head of partnerships and business development for Max.

“Partnering with MaxMyInterest to give advisors deeper insights into client assets is a natural fit, and we’re excited to extend Orion’s reporting capabilities to empower advisors further,” Adam Palmer, client experience director for Orion, said in a statement.

“With more than 3 million customer accounts on the Orion platform, this partnership gives thousands of advisors the tools to create meaningful value beyond portfolio management while delivering holistic financial advice and organically growing their practices,” according to Palmer.

Separately, Orion said it updated the Orion Connect integration on the Salesforce AppExchange cloud marketplace, allowing advisors to “work more efficiently through a more flexible and customizable data synch.” The upgrade provides advisors “increased options for data mapping, faster delta synchs, and supportive error message prompting – so they can access their data how they want, and more quickly,” it said.