Orion Portfolio Solutions: “Your Technology, Investing, and Service Partner”
ABOUT Orion Portfolio Solutions “Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support.
We do it to create a cohesive experience that facilitates advisor growth and empowers positive client experiences.“
WHAT ARE THE INTEGRATION POINTS BETWEEN ORION PORTFOLIO SOLUTIONS AND REDTAIL CRM?
This new integration provides our mutual subscribers the ability to create a new proposal or open a new account in Orion Portfolio Solutions from within Redtail CRM.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.
Orion Portfolio Solutions, LLC a registered investment advisor