Add Asset-Map features like Overview, Reports, Key Financial Figures, and Household Members as editable tiles to client presentations.Pull Orion household and account-level performance data right into Asset-Map, and access that information without logging into Orion separately.Seamlessly access and edit your clientsвЂ™ Asset-Maps from directly within the Orion Insight Dashboard.Key enhancements included in this integration allow you to: Now, weвЂ™ve taken our collaboration with Asset-Map a step further, enabling you to demonstrate maximum value for your clients. It also reinforces their trust in you as an advisor. So they may not always understand whatвЂ™s being presented to them, or even know the right questions to ask.Д«ut a clearly illustrated financial picture gives clients the confidence to become active participants in their portfolios. Your clients typically donвЂ™t have the financial industry knowledge that you possess as an advisor. ThatвЂ™s why, in 2018, we partnered with Asset-Map, a visualization tool that allows advisors to map, organize, and display client assets, liabilities, cash flows, and future financial projections all on a single screen.Д«eing able to see traditionally dry financial information displayed in a comprehensive, visually appealing way empowers meaningful conversations between clients and advisors. Black-and-white spreadsheets, or reports filled with industry jargon, arenвЂ™t going to resonate with people who live largely outside of the financial universe.ДЄt Orion, weвЂ™re always looking for ways that our technology can give you the resources you need to strengthen your client relationships. But the way you tell them makes a big difference. ItвЂ™s likely - and understandable - that you think of that value in terms of finances: improving portfolio performance through smart investing, generating tax alpha, increasing overall market value, etc.Д«ut what about adding meaning and value to your actual client interactions? Telling a client that their portfolio is performing incredibly well should be a positive experience. As a financial advisor, your job is to provide value for your clients.

Orion map