Orion’s partnership with Schwab takes aim at new accounts, previously one of the biggest time sinks for advisors. Also announced at Orion’s Ascent conference in September and again at Schwab IMPACT last month, advisors can launch the Schwab Digital Account Opening tool and push Orion data into custodial new account forms in as little as five minutes. Everything, including signatures, are handled digitally, eliminating hours of manual entry and filing. Orion’s Digital Account Opening integration will be live and available to all joint clients in early 2019. Orion is excited to continue this trend with other key custodial partners in the coming weeks and months.
“This month’s software update, as well as our progress toward future enhancements, makes good on the promises we made this year at Ascent and FUSE,” said Eric Clarke, founder and CEO of Orion. “We can’t wait to see how advisors use these new tools to create compelling reports, engage more effectively with their clients and increase account opening efficiency.” To learn more about the November 2018 Software Update, register for our product release webinar on December 4th.