In case you missed our main stage presentation or want to learn more about our upcoming initiatives, download the fact sheets below to find out about our new and exciting products and integrations coming soon!
Advisors can use BizEquity, the leading provider of business valuation tools, to deliver new valuation reports to facilitate conversation with existing business owner clients. Further, advisors can leverage the BizEquity’s integration as a prospecting tool or as a way to value their own advisory businesses—a vital metric as M&A opportunity intensifies in the financial services industry.
The risk of data breach or identity theft continues to be a real threat, and it’s important for your clients to be prepared. As a trusted financial advisor, you can help not only protect clients from a possible data breach but also provide solutions to assist in recovering from one. Advisors can now offer protection services through Experian to their clients directly through Orion’s Client Portal, including credit monitoring, identity monitoring, and recovery services.
Event-Based Notifications allow advisors to automate the creation and delivery of text and email communications. Events include popular milestones, such as birthdays or anniversaries, as well as timely account updates and alerts, like trades or distributions. Once an event is selected, advisors can choose from hundreds of client-specific data points in Orion Connect—like asset class or cost basis—to automatically personalize the communication.
Advisory firms are required to maintain a Code of Ethics under the Advisers Act, including the monitoring of employee trading activities. Inform enables compliance officers to automate employee trade monitoring, while leveraging the data already maintained in Orion Connect to efficiently and proactively identify potential violations. Through an integration with Quovo, firms can monitor employee trades without requiring that employees use a specific custodian. Inform provides an audit trail to confirm compliance with Code of Ethics obligations, which can be sent to the SEC upon request.