Omaha, Neb.-based Orion Advisor Services has launched a social-based system implementation tool for advisors.
Orion Social connects advisors with experts, online tutorials and their advisor peers to help facilitate and enhance their use of Orion’s software.
“We’re definitely trying to extend our service offering, and we think Orion Social is a big step forward for us,” says Orion CEO Eric Clarke. “We think this is innovative for advisors.”
Orion Social connects to advisors’ Orion portfolio accounting dashboard, giving them easy, direct access to programs and tools within the Orion system, and integrates with CRMs like Redtail, Junxure Cloud and Salesforce AppExchange.
Orion Social will act as a reporting and inquiry tool connecting users with technology support staff and allowing advisors to track the status of inquiries and open projects.
“The goal is simply transparency,” says Seth McCune, Orion COO.