| Client Portals
One Portal Project
According to Celent Research, portal logins are as low as 10%, and it’s due to a surplus of portals offering too few features. Orion’s One Portal Project cuts right to the heart of this issue by creating a single sign on portal that provides all of the insights, tools, and interactions investors need to run their financial lives. The new Orion Client Portal allows investors to view and update financial plans and goals, view investment performance, open and fund accounts, and more. The Portal is available to advisors for no additional cost, can be customized or white-labeled, and is offered via desktop and a mobile app.