Orion Advisor Solutions picks Apex to support account opening
18 August 2022 US
Image: chinnarach
Orion Advisor Solutions has selected Apex Advisor Solutions, a subsidiary of Apex Fintech Solutions (Apex), to deliver a fully digital account opening solution for independent advisors and their clients.
Utilising Apex’s digital application programming interface (API) suite, Orion’s new Automated Account Solution helps to transform account opening and ongoing client relationship management to accelerate new business growth.
Integrated with Apex’s custody platform, Orion’s Automated Account Solution offers advisors and their clients access to a financial planning tool and the ability to open fund accounts with Apex, directly from Orion’s client portal.
Through the API, clients can complete the onboarding steps on their own, or the advisor can conduct the initial data entry and pass along the financial plan to their client for final sign-off.
Orion’s solution allows the client and advisor to access money movements, client contact information updates, and custodian documents.
The partnership between Orion and Apex also aims to streamline document management, making it easier for advisors and their clients to share, sign, and store important paperwork.
Commenting on the partnership, Bill Capuzzi, CEO of Apex Fintech Solutions, says: “This integration is truly a game-changer for advisors who want to scale their businesses, but also want to deliver a personalised experience to their clients.
“We are excited to bring this solution to market with Orion and look forward to helping independent advisors expand their reach to provide critical financial planning and ongoing advice to even more investors.”
Brian Morgan, director of product, financial planning at Orion Advisor Solutions, comments: “We heard advisors’ frustration that other solutions on the market offer cookie-cutter models, very basic client engagement options, and wealth management tools. With Orion’s Automated Account Solution, all the investment models that are available through Orion are connected and available to the advisor and their clients.”
He adds: “Advisors now have a single portal that supports the journey from prospect to lifelong client that includes fully digital onboarding, a comprehensive planning tool, document vault, balance sheet, wealth management and custody solution all integrated together.”
Utilising Apex’s digital application programming interface (API) suite, Orion’s new Automated Account Solution helps to transform account opening and ongoing client relationship management to accelerate new business growth.
Integrated with Apex’s custody platform, Orion’s Automated Account Solution offers advisors and their clients access to a financial planning tool and the ability to open fund accounts with Apex, directly from Orion’s client portal.
Through the API, clients can complete the onboarding steps on their own, or the advisor can conduct the initial data entry and pass along the financial plan to their client for final sign-off.
Orion’s solution allows the client and advisor to access money movements, client contact information updates, and custodian documents.
The partnership between Orion and Apex also aims to streamline document management, making it easier for advisors and their clients to share, sign, and store important paperwork.
Commenting on the partnership, Bill Capuzzi, CEO of Apex Fintech Solutions, says: “This integration is truly a game-changer for advisors who want to scale their businesses, but also want to deliver a personalised experience to their clients.
“We are excited to bring this solution to market with Orion and look forward to helping independent advisors expand their reach to provide critical financial planning and ongoing advice to even more investors.”
Brian Morgan, director of product, financial planning at Orion Advisor Solutions, comments: “We heard advisors’ frustration that other solutions on the market offer cookie-cutter models, very basic client engagement options, and wealth management tools. With Orion’s Automated Account Solution, all the investment models that are available through Orion are connected and available to the advisor and their clients.”
He adds: “Advisors now have a single portal that supports the journey from prospect to lifelong client that includes fully digital onboarding, a comprehensive planning tool, document vault, balance sheet, wealth management and custody solution all integrated together.”
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