Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today announced that it has expanded its relationship with BNY Mellon’s Pershing (“Pershing”) through a series of technology integration upgrades.
The expanded relationship will deliver advisors even more flexibility, deeper insights, and more choice, helping them realize new efficiencies, drive business growth and significantly enhance the advisor-client journey.
Bi-directional integrations allow for effortless navigation between the two platforms
Pershing’s newly bolstered integrations with Orion now makes it easier than ever for advisors to share data between NetX360®, Pershing’s professional workstation, and the Orion platform. Bi-directional, single sign-on capabilities allow advisors to move back and forth between the two platforms effortlessly, adding efficiency to advisor workflows.
“We know that no advisor uses one piece of technology to manage business,” said Christina Townsend, Head of Relationship Management, Platform Strategy and Consulting for Advisor Solutions at Pershing. “Deeper integrations with strategic providers such as Orion allow us to deliver an optimal experience to advisors regardless of the technology solution they use. They also demonstrate our shared commitment to help advisors leverage technology to drive profitable growth.”
API-level integrations significantly enhance the client experience
Additionally, this enhanced API-level integration with Pershing will provide advisors on the Orion platform with access to real time positions, balances and activity on their clients’ accounts.
Further, Pershing documents, such as confirms, statements, tax documents and notifications, will now be available through Orion’s new Client Portal, giving investors an at-a-glance view of custodial documents within a single app connected to every aspect of their financial lives.
“Offering our advisors and their clients an integrated, fully digital, experience is a key priority for our firm and this partnership is critical to that,” said Chris Keller, Director of Business Services at Benjamin F. Edwards, a national, full-service broker-dealer and RIA. “With this integration, clients can access their asset allocation, financial plan, held-away assets and custodial documents all from a single portal. The improved connectivity with NetX360® and the API-level integration measurably improves the experience for our advisors.”
“We are grateful for Pershing’s continued support as Orion has grown and evolved dramatically over the past few years,” said Ryan Beach, Chief of Staff at Orion. “These upgrades open the door for more advisors to enhance their service to the multitude of individual investors and institutions with assets under Pershing’s care.”
This article originally appeared on businesswire.
