Orion Advisor Services, LLC (“Orion”), the premier portfolio accounting service provider for financial advisors, has announced an integration with FutureVault – the industry-leading provider of secure document exchange and Digital Vault solutions for wealth management and financial services firms.
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.”
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.