OMAHA, NE--(Marketwired - May 03, 2016) -
Notifications app will allow advisors to send portfolio updates and schedule meetings with clients via text alerts
- Advisors can access the app through Orion Connect, and clients can subscribe to updates through the Orion Client Portal
Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider for financial advisors, is announcing the launch of the Notifications app, which allows advisors to communicate with clients more directly by sending portfolio updates and scheduling meetings all via a text alert platform.
Through the new platform, advisors can create fully customizable text alerts -- with options including personalized messaging, balance alerts, meeting schedules, performance updates and required minimum distributions. In addition to these features, advisors can keep compliance in mind with customizable performance disclosure information that is sent along with texts containing performance returns.
"Ask almost anyone, and it's clear that texting has become the main method of communication -- so creating a texting platform for our advisors to communicate efficiently and on a more personal level with their clients was a clear next step for Orion Connect," said Eric Clarke, CEO of Orion Advisor Services. "Though every advisor is unique, there is a common thread in each one wanting to better service their clients. In today's world, that means becoming more mobile, nimble and accessible. This new app allows them to do that, putting the best parts of the Client Portal into a simple text message."
Just as easily as advisors can set up their personalized texting platform, clients can enable the texting feature through the Orion Client Portal after verifying their identity with a unique PIN number. Using a code system, clients can then request information from their advisors on demand, or through a subscription system that sends automatic updates. Code examples include:
- BAL = Portfolio Balance
- PERF = Performance
- ADV = Advisor Contact Information
- RMD = Required Minimum Distribution
- MEET = Schedule a Meeting
To learn more about the Orion Notifications app, register
for the webinar on May 4 at 11:30 AM EST or visit www.orionadvisor.com/new-ways-engage-clients-portfolio-updates.
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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 800 advisory firms with total assets under administration in excess of $275 billion, from more than 1,250,000 individual accounts.
For more information about Orion, visit www.orionadvisor.com and follow Orion on Twitter: @orionadvisor