Today Asset-Map (www.asset-map.com)
announced an expansion of their integration with Orion Advisor Services,
LLC (“Orion”), the premier portfolio accounting service provider for
financial advisors. In this latest update, advisors who use Orion with
their clients will now be able to seamlessly access and edit their
client’s Asset-Maps from directly within the Orion Insight Dashboard.
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As part of the improved integration, an interactive Asset-Map (one-page
visual financial inventory) can be pulled from the tool into Orion’s
Insight Dashboard using their open API. The data from Asset-Map can be
edited and will automatically save any updates made by the advisor.
Jeff Kliewer, Director of Integration Partnership and Support at Orion
says, “Combining two incredibly effective communication tools, this
enhanced integration empowers Advisors to create meaningful
conversations, uncover client questions or opportunities, and clearly
illustrate a client’s complete financial picture-all alongside their
financial planning, risk/suitability parameters, model allocation, and
performance reporting elements.”
In addition to accessing data from a client’s Asset-Map Report, the
latest update will also provide advisors the ability to view Target-Map™
financial funding progress from within the Orion Insight Dashboard.
Target-Maps are a quick visual guide to show how a client is financially
advancing toward their goals and priorities. Visualizing the complete
financial picture and progress towards goals allows busy clients and
advisors to have a meaningful conversation about insights uncovered –
and prioritize key decisions together to take action.
“This is the latest step we have taken to provide financial
professionals with seamless partner integration necessary to demonstrate
maximum value for clients,” says H. Adam Holt, Asset-Map CEO and
Founder. “Imagine a client interaction where an advisor shares a single
updated view of the client’s financials; including incomes, assets,
liabilities and policies and then they have instant access to the
underlying investments, performance, and progress toward goals. This
presentation experience is what advisors and clients have been asking
for, and we’re excited to deliver it.”
To learn more about Asset-Map’s integration with Orion, please visit https://www.asset-map.com/partners/orion
About Asset-Map
Asset-Map believes everyone deserves to understand their finances to
make better decisions about what matters most.
Founded by financial advisor H. Adam Holt in 2008, Asset-Map combines
design thinking and personal finance to visualize a client’s complete
financial inventory on one page. Using Asset-Map with a client is proven
to strengthen the advisor/client relationship and increase engagement,
uncover opportunities and ultimately improve planning for the future.
For more information about Asset-Map, visit www.asset-map.com
or connect with us on LinkedIn: https://www.linkedin.com/company/asset-map/
and Twitter: @asset_map
About Orion Advisor Services
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting
service provider for advisors. Orion frees advisors from back-office
tedium so they can enjoy their business again by devoting their time and
energy to better serving clients. Orion provides the integrated and
fully customizable technology solutions that advisors need to build
great advisory firms. Orion’s technology solutions empower more than
$700 billion in AUA and over 2.5 million accounts. For more, please
visit www.orionadvisor.com
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View source version on businesswire.com: https://www.businesswire.com/news/home/20190520005482/en/