During client meetings, as advisors update and discuss the client's Asset-Map's to make new financial decisions, they often need to dive deeper before giving advice. With this integration, you can click to "zoom in" to Orion and "zoom out" to Asset-Map without losing the context of how each individual investment fits into your clients' financial future.Already an Asset-Map User? Click here to set up Integration.
During client meetings with Asset-Map, it's important to view documents & account history from Orion, and now they're just a click away. Launching reports like Balance Sheets, Gains & Losses, Performance, Suitability, etc., or log into Orion directly.
Last-minute meeting? No problem! Click to sync and then print. Because clients enjoy drawing notes and corrections on their Asset-Map printouts, we just manually add the held-away assets and insurances during or after the meeting.
Gary, CFP from Florida