TORONTO, Sept. 18, 2017 /PRNewswire/ - Orion Advisor
Services, LLC ("Orion"), the premier portfolio accounting
service provider for financial advisors, has announced that it
is now integrated with FutureVault – a secure, intelligent and
collaborative information management platform.
With this new integration, Orion advisors can now offer their
clients FutureVault's Digital Collaborative Vault to securely
deposit, store and manage important financial, legal and personal
documents. FutureVault can help improve the sharing and fiduciary
tracking of essential documents between Orion advisors and clients
in addition to a client's external network of Trusted Advisors
(i.e. lawyers, accountants, insurance brokers, etc.) providing
complete transparency and enhanced communication and
collaboration.
"FutureVault provides a unique opportunity for Orion advisors to
deepen existing client relationships and build multi-generational
ones," said Eric Clarke, CEO, Orion
Advisor Services. "FutureVault provides the security and
organization that will not only bring quantifiable value to
clients' daily lives, but will also help Orion advisors
differentiate their overall offering, streamline business
processes, improve the robustness of their compliance regimes and
ultimately enhance the overall client experience."
FutureVault will be integrated into Orion's extensive portfolio
of Financial Advisor solutions. Key features of the Digital
Collaborative Vault include bank-grade security and privacy,
optical character recognition (OCR) with smart-filing technology,
pre-configured digital filing cabinet with a flexible
infrastructure for folders, documents and document forms.
"Orion has recognized the requirement to and benefits of
managing and organizing personal and business information with the
same focus and expertise as a client's financial assets," said
John D. Orr, CEO, FutureVault.
"FutureVault's intelligent and intuitive filing system and unique
collaboration features offer Orion advisors and their clients a
solution to save time, increase productivity and provide new levels
of security and peace-of-mind while ultimately deepening their
relationship."
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.
https://www.orionadvisor.com/
About FutureVault
FutureVault is an intelligent personal and business information
management company. FutureVault's suite of products offers partner
organizations a powerful white label SaaS solution to acquire,
reward & retain their clients, members and employees.
FutureVault enhances a partner organization's ability to manage key
client segments and provides its end users with the ability to
digitally deposit, store, and manage their information through a
highly-structured, instructive interface across multiple entities.
FutureVault's direct-to-business product suite provides tailored
solutions targeted at high-value, multi-stakeholder verticals.
http://www.futurevault.com/
SOURCE FutureVault Inc.