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The Daily Brief
Financial Technology

Orion: New Tools Now Available

Orion is making a polished Report Builder available to advisors, beginning with beta users, along with finalizing its SaleMove integration, and providing an update for its Schwab Digital Account Opening tool.

Orion Advisor Services’ most recent software update includes features showcased earlier this year, such as its SaleMove co-browsing and screensharing capabilities, as well as a redesigned reporting tool. Advisors can now add images to their reports, by making investing for a dream home or a new boat into a visual experience.

It’s not just images that advisors can add into their reports, the remodeled Report Builder will accept multilevel pie charts and can be previewed before being generated. Beta users already have access to the reworked tool, which is located inside Orion Connect, with a full release scheduled for early next month.

The SaleMove integration is available, free of additional charge, with its most recent software update. Orion’s and Schwab’s integration, underpinning their Digital Account Opening tool, will be live and available to joint clients in early 2019.

“This month’s software update, as well as our progress toward future enhancements, makes good on the promises we made this year at Ascent and FUSE,” said Eric Clarke, the firm’s founder and CEO, referencing the vendor’s tech-focused summit that took place in September. SaleMove’s capabilities were crowned this year’s “People's Choice” winner at Orion’s Ascent conference.

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