Wealthbox + Orion

Modern CRM integrated with an advanced wealth-tech platform to power your growth.

Overview

Orion Advisor Technology helps financial advisors prospect, plan, invest and achieve within a single, connected, technology driven-experience. The integration with Orion allows advisors to send Wealthbox contact data into Orion Planning to update existing clients or create new ones. Once the Wealthbox contact is linked to Orion, Advisors can view their client’s Orion account information directly within their contact record. Advisors can also use single sign-on into Orion Planning thanks to the integration with Wealthbox.

View Orion account information directly within their linked Wealthbox contact record.

Easily link existing Orion clients to Wealthbox directly within their contact record.

Use the “Send To” menu from a contact record page within Wealthbox to send contact details to Orion to update existing clients or create new ones.

When creating a new client, Wealthbox will automatically link the client between the two platforms after the user sends the client to Orion.

Recorded webinar

Portfolio Management + CRM: A Webinar on the Integration of Orion + Wealthbox

View recording

Help Center article

Help Center Article

View article

Set up in Wealthbox

Enable in Wealthbox

Open settings

Blog post

Orion + Wealthbox: Integration Update

Explore more integrations

“With each integration we develop at Orion, the purpose remains the same: to increase efficiency and information accessibility for advisors to better serve their clients. Wealthbox shares this vision, and we’re thrilled to be working with their team and advanced CRM technology.”

Eric Clarke, CEO of Orion

Upgrade to Wealthbox

Get a personalized demo of Wealthbox.

Book a Demo