Integrations /Custodians & Portfolio Management
Modern CRM integrated with an advanced wealth-tech platform to power your growth.
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.
“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.”
CEO of Orion
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