Visualize your client's historical account value directly on each instrument. With the integration, you can click to launch Orion and view their Client Screen or Current Portfolio.Already an Asset-Map User? Click here to set up Integration.
View AUM Over Time, Balance Sheets, Gains/Losses, Performance, Suitability and more for each corresponding account found in the household's current portfolio within Orion. Click to launch Orion and view this individual account.
Gary, CFP from Florida