Orion Advisor Services and Mineral Interactive Launch Advisor Prospect Portal

Provides advisors with customizable lead gen solutions to funnel prospects through unique onboarding processes

Sep 19, 2017, 09:00 ET from Orion Advisor Services, LLC

OMAHA, Neb., Sept. 19, 2017 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors, and Mineral Interactive, the leading digital design and marketing consultancy for advisors and advisor technology, today announced they have partnered to launch the Orion Prospect Portal at the inaugural Ascent conference. The Prospect Portal provides advisors with a fully customizable and efficient way to guide prospects through the onboarding and data collection process.

Orion's Prospect Portal enhances transparency and eliminates the tedious onboarding process for advisors and prospective clients. It offers a streamlined view of the prospect account activity, helping advisors efficiently guide prospects through all the important details required to identify risk, qualify leads, and collect all key information necessary for new account creation. Designed for each firm's unique workflow, the portal is customizable to the advisor's onboarding process, complete with custom branding and design that can be integrated directly into any existing website.

"Orion's Prospect Portal allows advisors to create an engagement journey specific to the needs of their prospect while communicating the exact messaging they want, when they want it. It sets the clear steps in the process to a prospect at all times, vastly improving the discovery process," said McLean Asset Management CEO Alex Murguia, Ph.D.

Distinct features offered by the portal include:

  • Personalized risk assessment. Integrated with third party questionnaires and industry-leading tools like Riskalyze, the portal provides embedded risk assessments and data capture, enabling advisors to efficiently measure suitability
  • Secure File sharing. To provide absolute transparency and accessibility, the portal enables clients and advisors to share documents and other important files with file sharing applications (Box, Dropbox, and Citrix Sharefile supported)
  • Balance Sheet Integration. The portal enables advisors to capture and richly display clients' net worth through a tight integration with Wealth Access, a multi-award winning intelligent aggregation platform that aggregates data feeds from more than 20,000 institutions
  • Open Source – Delivered through WordPress. The dashboard is powered by WordPress and can be integrated with an advisor's personal website. If advisors do not use Wordpress, Mineral can help them get a dedicated version of the prospect portal

"Orion's prospect portal coupled with Mineral's strategy provide game-changing levels of customization for advisors to communicate and prospect better. We are very excited to provide this to our advisors, as we are confident it will help them grow their business to new levels," said Shannon Spotswood, President of RFG Advisory.

"Mineral and Orion understand that advisor communication with prospects is critical. With the Prospect Portal, our goal is to allow advisors to better gate key content, communicate their onboarding process and engage prospects with many of the best-in-class advisor software solutions," said Mineral CEO Jud Mackrill. "The Prospect Portal is an exciting new solution for advisors that are looking to build a digital footprint and improve their prospect communication."

For more information on the Prospect Portal or to join the waiting list, please visit https://www.orionadvisor.com/prospect-portal.

About Orion 
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 1,200 firms, have $500 billion in AUA and over 1.9 million accounts.

About Mineral Interactive 
Mineral employs a diverse team of creative professionals and strategists who are passionate about partnering with client-focused firms looking for exceptional custom marketing solutions. Mineral provides financial institutions with Websites, Digital Strategy, User Interface Design, Brand Strategy, Inbound Marketing, Content Marketing, Paid Media, Animated and Live Video Production, and Creative Content Generation. For more information about Mineral, visit mineral.is or follow Mineral on Twitter at @getmineral.


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SOURCE Orion Advisor Services, LLC