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May 30, 2023 at 04:07 PM
Orion Advisor Solutions has “fused” its client portal within the Redtail customer relationship management platform, it announced Tuesday.
The move eliminates “cumbersome manual data entry, and offering clients a simple, distinctive way to manage their wealth and collaborate with their financial advisor,” Orion said in a statement.
It’s the industry’s first CRM with a connected client portal, according to Orion, which acquired Redtail Technology in 2022.
The firm also announced other updates to the Redtail CRM.
Advisors will be able to deploy the Orion Wealth Management mobile app (with white-label optionality), the firm said.
Now, advisors can also launch the Orion proposal generation tool and New Account Wizard directly from Redtail CRM, allowing them to “create and deliver proposals in a fraction of the time while streamlining the account opening process.”
Orion Planning is now accessible in Redtail CRM and new updates allow advisors to “connect their clients’ financial goals with investment performance data, enabling them to create actionable plans that turn aspirations into reality,” Orion said.
Meanwhile, enhancements to Asset Bucketing functionality, where advisors can easily customize the client’s asset dashboard and visualize different “what if” financial scenarios, provide advisors with a system giving them more productive goals-based conversations, according to Orion.
