“This is one of our best integrations yet and I believe those advisors who use Orion are going to be able to take their planning offering to a whole new level.” -Scott Huff, CEO Yourefolio
CLEVELAND (PRWEB) April 03, 2019
Yourefolio, the leader in estate and legacy planning software, announced an integration with Orion Advisor Services, LLC (“Orion”), the premier portfolio management solution provider for registered investment advisors (RIAs). The integration will provide the users of the Yourefolio platform with the ability to pull in client information hosted within the Orion platform.
This integration gives Orion users an expanded offering of estate and legacy planning with a more streamlined process of merging client data into Yourefolio. The integration pulls in assets held within the Orion platform. It not only includes asset ownership and registration, but includes values of bank accounts, investments accounts, pensions and life insurance. The second phase of the integration, which would allow a Yourefolio summary dashboard within the Orion portal, is scheduled for the summer of 2019.
“Clients deserve greater clarity during the estate and legacy planning process, and Orion is proud to partner with Yourefolio to help advisors show their value to clients during this critical stage,” said Jeff Kliewer, Director of Integration Partnerships at Orion. “This integration leverages client data already in the Orion system to create an accurate and consistent client experience," Jeff added.
Yourefolio is a comprehensive estate and legacy planning platform. From web-based onboarding to estate analysis, action plans, calculations and state-of-the art flowcharts, Yourefolio has become a compelling platform for advisors who want to provide a thorough and relevant financial plan. Not only does Yourefolio assist in the planning, but the collaboration features bring attorneys right to advisors’ fingertips. Advisors can now provide a virtual estate planning experience to their clients, including attorney reviews and documents delivered right through the platform.
While most estate and legacy planning systems only store and share information, Yourefolio provides the complete experience. The Yourefolio platform shows its versatility by illustrating the most challenging estates as capably as it handles fundamental client needs.
“As a personal user of Orion for my advisory practice, I can only say how tremendous this platform is,” said Scott Huff, CEO of Yourefolio. “This is one of our best integrations yet and I believe those advisors who use Orion are going to be able to take their planning offering to a whole new level.”
To learn more about the integration, join our webinar on April 10th at 2 p.m. CDT. Anyone interested in more information about Yourefolio can visit https://yourefolio.com or email info(at)yourefolio.com. Those interested in the Orion Advisor platform can visit https: https://www.orionadvisor.com
Yourefolio is the first simple, yet thorough estate and legacy planning software for advisors and their clients. The 21st century approach to estate planning provides advisors a better way to prospect, engage, plan, illustrate, review and settle estates. Yourefolio is designed to bridge the gap in planning for everyone involved. It's more than just storing and sharing, it's a platform that incorporates the entire experience with a digital approach to estate planning. Yourefolio provides the ultimate client experience for estate and legacy planning. Yourefolio is the future of estate and legacy planning software.
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+ billion in AUA and over 2 million accounts. For more, please visit http://www.orionadvisor.com or follow our news and insights via our https://www.orionadvisor.com/blog/