Summitas has announced an integration with Orion, a wealthtech solutions provider for advisers, in a move aimed at powering more innovation in digital engagement for advisers.
Founded in 2007, Summitas is a digital engagement platform for online wealth management portals.
Through the partnership, both parties aim at improving the technological capabilities available to advisers for digital engagement.
The integration brings together Orion’s portfolio management and client experience tools with Summitas’ client communication, collaboration, and content management platform.
The alliance is also expected to allow for the seamless display of financial and performance data from Orion within Summitas’ Finboard app. These will be presented through charts, graphs, and tables.
The Finboard app operates securely within the Summitas Platform environment.
According to Summitas, its partnership with Orion comes as demand for secure, digital-first client experiences continues to rise.
Summitas chairman and CEO Dan Gregerson said: “We are thrilled to partner with Orion, a company that shares our commitment to innovation and excellence in the financial advisory space.”
“This collaboration will provide advisors with the tools they need to deliver a superior and seamless client experience while ensuring the highest levels of security and confidentiality.”
Both parties intend to support advisers in meeting client expectations in an increasingly competitive market.
Orion is engaged in delivering tech-enabled fiduciary process that empowers adviser-client relationship by allowing financial advisers to prospect, plan, invest, and achieve within a single, connected, technology-driven experience.
Orion Advisor Solutions chief product officer Trent Mumma said: “This integration with Summitas allows us to provide advisers with some of the best tools available to manage their clients’ financial lives.
“We’re giving advisers another powerful resource to enhance client relationships and deliver superior service.”
