Navatar Partners with Orion to Launch Integrated CRM and Portfolio Management Platform for Financial Advisors

Jul 15, 2015, 08:30 ET from Navatar Group

NEW YORK, July 15, 2015 /PRNewswire/ -- Navatar (@navatargroup), the premier cloud provider for asset management, investment banking and wealth management, and Orion Advisor Services, LLC ("Orion"), the leading portfolio accounting service bureau have partnered to deliver a fully integrated CRM user experience for the advisory community. Navatar One, Navatar's cloud solution for advisors, offers direct access to the Orion Connect portfolio management application; this integration enables advisors to utilize the interaction capabilities of Navatar One and the reporting power of Orion's portfolio management tools, all from the comfort of Navatar One.

Navatar and Orion will be hosting a webinar, titled, "The Convergence of Portfolio Accounting and CRM: Tools the Next-Gen Advisor Needs to Succeed," to showcase the integrated solution. The webinar is scheduled for Tuesday, July 21 at 2:00 PM EDT. Free registration is available at:

Navatar One is the next-generation cloud solution for RIAs and independent advisors, built on Salesforce. It features a state-of-the-art hub and workflow engine to maximize advisor efficiency, and is supported by Navatar's acclaimed financial services team.

"Orion is an innovative portfolio accounting service built by a team that deeply understands advisors," said Alok Misra, Principal, Navatar. "We are very excited that advisors who work with Orion can now take advantage of all the Navatar innovation, to serve their customers better."

"Navatar has built a solid reputation of customer success in the financial industry. Our partnership with Navatar is another step in our ongoing effort to make Orion Connect available to as many advisors as possible through advisors' CRM providers," said Eric Clarke, President and CEO of Orion. "By enabling advisors to seamlessly run our innovative portfolio accounting tools from their CRM systems, we provide an all-in-one solution that delivers the efficiencies advisors need to enjoy their businesses again while supporting long-term growth."

For more information on Navatar One, please contact 212 863 9655 or

About Navatar Group 
Navatar (@navatargroup) is the industry cloud provider of CRM and content management for financial services firms. Navatar's off-the-shelf financial cloud products for asset management, wealth management, investment banking, and capital markets are used by more than 500 firms, collectively managing hundreds of billions in assets, including global firms such as PNCJefferies & CoCowen Group and Evercore Partners. With customers spread over 30 countries, Navatar is a rapidly growing firm, thanks to a close partnership with cloud industry leader

About Orion Advisor Services, LLC
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 625 advisory firms with total assets under administration in excess of $225 billion from more than 1,000,000 individual accounts.

For more information about Orion Advisor Services, LLC, visit or follow Orion at @orionadvisor.

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SOURCE Navatar Group