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 NEW INTEGRATION POINTS BETWEEN ORION PORTFOLIO SOLUTIONS AND REDTAIL CRM?
Updated components of the integration allow our mutual subscribers to run a proposal from any current contact or continue where they left off in Redtail CRM instead of having to go back to the Orion portal. From a client’s record in the CRM, on their Overview page you can click the Proposals tab to find 1) your “New Proposal” button or 2) existing proposals for the client which you can view, continue with where you left off, or delete, all 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
0479-OPS-2/15/2023
