Streamlined and More Robust User Experience Now Includes Financial Planning Data, Consistently Formatted Charts, Illustrations and Analysis in Report Builder
Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider, is delivering more robust performance reporting capabilities to its advisor clients through expanded integrations with AdvisoryWorld, a leading provider of customizable portfolio analytics and investment planning applications to the financial services market and PIEtech's MoneyGuidePro, the leading goal-based financial planning software for financial advisors.
The enhanced functionality of these integrations is now available through Orion's Report Builder solution. Orion customers can utilize AdvisoryWorld's portfolio risk analytics and investment planning platform to optimize portfolios, to screen for investments and to create reports, which include informative data and charts. AdvisoryWorld's content, including hypothetical illustrations, Modern Portfolio Theory statistics, comparative proposals and diversification and overlap analysis, will also now have the same font sizes, look and feel as Orion reports. Customers will also experience a seamless integration of financial planning data from MoneyGuidePro into Orion performance reports.
"The partnerships we forge and the integrations we create are all designed to provide advisors with comprehensive resources, driven by sophisticated back-office solutions, to best manage their resources and grow their practices," said Eric Clarke, President and CEO of Orion. "By enhancing the reports we offer through AdvisoryWorld and integrating data from MoneyGuidePro, we are making our clients' reports more customizable and dynamic."
Orion is committed to innovative approaches to streamlining administrative processes through customized web-based portals and branded mobile apps. The Orion Connect app, which allows advisors to utilize Orion's portfolio management and accounting solution from within Salesforce.com's customer relationship management (CRM) platform, is another Orion tool delivering consistency across multiple channels. This makes the Orion Connect app the first fully-integrated financial planning and performance reporting app available through the Salesforce.com's AppExchange.
"Thanks to the content consistency initiated by Orion, our portfolio analytics and investment planning solution can better differentiate the reports compiled by Orion's customers," said Michael Wilson, Chief Operating Officer of AdvisoryWorld. "We share Orion's philosophy that providing advisors with improved back-office efficiencies, including enhanced reporting, is the best way to facilitate increases in their assets under management."