Advicent is excited to announce the addition of an integration between the Figlo® interactive financial planning tool and Orion to further expand its integration offerings
The continuing expansion of the integrations Advicent Solutions offers gives advisors the ability to create more plans and grow their business.
This integration with Orion will enable Orion users to access real-time data from Orion within the Figlo tool. Advicent Solutions currently supports an integration between the NaviPlan® financial planning tool and Orion.
“We are excited to expand our Figlo integrations to include Orion,” said Senior Global Product Director, Cory Olson. “By integrating Orion with both Figlo and NaviPlan, advisors are able to choose the tool that benefits their practice the most. By spending less time entering data, they are able to expand their business and create more plans for their clients.”
“Further integrating Orion with the newest offering of Advicent Solutions gives our advisors another option to help streamline their day-to-day operations and offer more helpful financial planning tools to their clients,” said Eric Clarke, CEO of Orion. “The addition of Figlo adds one more arrow in an advisor’s quiver, providing all the interconnected tools needed to be successful.”
To learn more about this integration with Orion, Feel Free To Join Our Upcoming Webinar.
The Figlo interactive planning tool allows advisors to provide the unique, client-centric financial planning experience today’s clients demand. For more information on this integration with Orion or to learn more about Advicent Solutions financial planning and marketing communications solutions, please contact email@example.com.
Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. The Advicent Solutions product suite includes the NaviPlan®, Profiles™ and Figlo® financial planning tools, the Advisor Briefcase® marketing tool and the Narrator® application builder. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal. To learn more, visit advicentsolutions.com or email firstname.lastname@example.org.
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. The firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. 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 help them grow their businesses over the long term. The firm’s technology solutions empower more than 700 advisory firms with total assets under administration in excess of $225 billion from more than 1,000,000 individual accounts. Orion is SSAE 16 Type II Audited and is the only ISO 27001 Certified portfolio accounting provider. For more information about Orion, visit www.orionadvisor.com or follow Orion on Twitter at @orionadvisor