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Asset-Map And Orion Now Integrated

New integration allows visualization tool to bring in Orion data for more comprehensive, single-page view of assets in client meetings

Personal finance visualization platform Asset-Map is now integrated with Orion Advisor Services’ portfolio accounting, the company announced today. Advisors are now able to access Orion household data directly through Asset-Map’s platform, providing “simple-rich visuals” for clients and prospective clients.

Asset-Map, a finalist for the Wealth Management 2018 Industry Awards, allows advisors and clients to organize and map client assets, cash flow and plan for future needs on a single screen. The firm’s founder and CEO, H. Adam Holt, said the integration will allow advisors to facilitate high-quality and more actionable meetings with clients. The visualization tool, combined with Orion data, compresses multi-page, text-heavy reports into high-impact graphic representations of financial patterns, revealing investment, insurance, legal and tax considerations. Asset-Map is also integrated with risk analysis provider Riskalyze.

“Asset-Map’s ability to create a big-picture, comprehensive financial dashboard for clients is a valuable addition to the arsenal of any advisor,” said Eric Clarke, founder and CEO of Orion. “With this integration, advisors can populate their maps with Orion’s household data, offering a more detailed snapshot of their client’s financial life.”


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TAGS: Technology
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