Integrations /Custodians & Portfolio Management
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 Planning allows users to send Wealthbox contact data into Orion Planning as well as single sign-on directly into Orion Planning.
View Orion account information for Wealthbox contacts.
Search and Link Orion Clients within Wealthbox.
Simply click “Link Client”, and that Orion Client’s accounts will be linked to Wealthbox.
Every time you visit the contact page and click the Orion tab, that client’s account information will display.
To unlink any Orion Clients from a contact in Wealthbox, simply click “Manage Orion Clients” and then “Unlink Client.”
“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
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