Enhance your existing site
The portal technology can be added to your existing website to create engagement.
The Prospect Portal
Clients Dashboard
Clients Holdings
Clients Accounts
Create a unique client experience
If you are an existing Orion user, this multi purpose technology will help you grow your business. Giving your prospect an experience to digitally link their accounts, access their holdings daily will create more conversations for you and your Prospect. Your prospect registers on your site, and prior to becoming a client, can digitally link their outside accounts to your current Orion database as a Prospect. Instead of creating a portal for each of your clients through a third party financial planning solution, give your prospects a true call to action from within your existing corporate website. Create an experience for your prospect before they become a client. A rich experience will create more leads, expand your audience, and close more deals.
Prospect Portal Functionality
How does it work? The technology is configured either into your existing domain or sub-domain. Customize your work flow, data gathering, risk survey’s and registration process. Your client can digitally organize their holdings, cash flow, real estate and private investments. Once they become a client, your existing custodial data will feed in through your current interface. Prospects are looking for ease of use, a digital presence, and mobile functionality.