Orion Adds Advisor Text Alert Platform
Omaha, Neb.-based Orion Advisor Services has introduced a text alert platform for advisors.
The Orion Notifications application will allow advisors to send portfolio updates and schedule meetings with their clients via customizable text alerts. The app can also be used for personal messaging, balance alerts, performance updates and reminders for required minimum distributions.
The application was designed with compliance in mind, with customizable performance disclosure information that can be sent along with texts containing performance returns.
Advisors can access the new application through Orion Connect, and clients can subscribe to updates through the Orion Client Portal.
Morningstar Rolls Out Account Aggregation Portal
Chicago-based Morningstar has released “ByAllAccounts,” a personal financial management portal for advisors. The portal will include drag-and-drop functionality that looks at an investor’s total wealth, balance sheet, cash flows and asset allocation.
Advisors will be able to customize ByAll-
Accounts with their own branding.
ByAllAccounts is a mobile-ready, customizable dashboard that allows advisors to aggregate all of an investor’s accounts. The dashboard will update daily using data from approximately 15,000 sources, including liabilities like loans and credit card debt, so an advisor can fully understand a client’s net worth. The portal will offer custom report generation, a document vault and investor alerts.