Financial advisors using Wealthbox CRM will now have access to real-time client account information through Orion's portfolio accounting database, available on the client record page in Wealthbox. The integration also includes single-sign-on access between Wealthbox and Orion, allowing an easy, one-click entry point for advisors to directly connect to specific account pages.
"Integrating with Orion is an important milestone for Wealthbox CRM," said John Rourke, CEO of New York City-based Starburst Labs, the makers of Wealthbox. "Many of our advisor-customers have been requesting this useful integration and today we're happy to release it."
Said Eric Clarke, CEO of Orion, "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 on this exciting new development."
In the next stage of this integration, users of Wealthbox will soon have the option of launching Orion reports directly within the CRM, as well as viewing an activity stream of portfolio updates.
Attention Financial Advisors: Orion will host a webinar on Friday, May 13th at 12:30pm – 1pm EDT for advisors interested in learning more about the integration. To register, please sign up here for this webinar.
About Wealthbox CRM | Starburst Labs, Inc.
Wealthbox CRM is the flagship product of Starburst Labs, Inc., headquartered in New York City. Starburst Labs is creating a suite of wealth management technology products, including Wealthbase and InvestorSay, that compliantly connects financial advisors with investors. Wealthbox CRM was launched in 2014 and has grown quickly among financial advisors due to its modern design, intuitive user-experience, and collaborative set of features that results in high user-adoption rates within advisory firms.
About Orion Advisor Services, LLC
Orion Advisor Services, LLC ("Orion") is the premier portfolio accounting service provider for advisors. Our 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 grow their businesses over the long term. The firm's technology solutions empower more than 800 advisory firms with total assets under administration in excess of $275 billion, from more than 1,250,000 individual accounts.
For more information about Orion, visit www.orionadvisor.com and follow Orion on Twitter: @orionadvisor
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/wealthbox-crm-announces-integration-with-orion-300263543.html
SOURCE Starburst Labs, Inc.