Orion’s May 2018 Product Updates Empower Financial Planners, Chief Compliance Officers
In-app billing for financial planning, next-generation compliance automation, and new integrations among highlighted enhancements.
Unified Billing for Financial Planning
Orion has enhanced its Bill Pay service, now enabling advisors to generate bills through their Billing Generator app for a variety of one-time and recurring fees beyond traditional investment management fees, including financial planning, tax planning, estate planning, and more. With consolidated billing for both investment management and financial planning services within a single application, advisors can create a consistent process for multiple fee types, streamline reporting, and scale their billing operations. These enhancements complement Orion’s existing capabilities which enable clients to view and pay bills directly online via secure credit card or ACH processing, providing advisors with a complaint fee-billing solution.
“As the trend toward financial planning and advice continues to change the landscape of our industry, technology has become a key differentiator for RIAs,” said
Click here to register for a webinar on how Orion has expanded its services to better support financial planners.
New and Enhanced Integrations, including Dynamic Retirement Reporting
In line with Orion’s work to support advisors who provide financial planning to clients, Orion adds iRetire by BlackRock to its lineup of existing planning integrations. Powered by client data and BlackRock’s retirement income indexes, iRetire generates dynamic reports to illustrate clients’ different retirement income scenarios. Available at no additional cost to Orion advisors, the tool’s proven ability to jump-start crucial conversations with clients about their retirement strategies is a valuable addition to the arsenal of RIAs who wish to distinguish their services.
The May Software Update also brings the full power of Orion’s portfolio accounting technology to Salesforce’s new and intuitive Lightning interface, providing the 320 partner firms that use Salesforce an additional option beyond Salesforce Classic, Financial Services Cloud, and Salesforce through TD Ameritrade. With the integration, all Salesforce users will now have the ability to view data from Orion’s Insight dashboard within Salesforce on a household or financial account record.
Additionally, integrations with Benzinga, Income Conductor and FinMason have been released.
World-Class Compliance Automation
Since Orion’s
“With these updates, Compass has become a more robust dashboard providing compliance officers with a holistic view of their firm’s regulatory vulnerabilities and the ability to quickly and proactively address them,” said
Orion's
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