Prep & Logistics

Create unforgettable client experiences with the technology they expect.

Deepen Client Engagement

Attract new clients with best-in-class tech, connect planning goals to investment strategies, and help investors achieve their unique definition of success.

Power Unforgettable Interactions

Effortlessly Collaborate with Clients

Manage your client’s financial needs in a single, secure, and streamlined solution.

Enable More Effective Conversations

Connect clients' short-term and long-term goals with personalized investment strategies.

Cater to Client Preferences at Scale

Deliver the data that matters most to clients.

Provide Greater Transparency

Give your clients a fully branded, one-stop mobile experience for all of their financial and investments needs.

Engage in Real-Time, Anytime

Communicate with clients how they want, where they want, when they want — with automated text and emails triggered by critical events.

Comprehensive Client Engagement

Fully Digital and Mobile-Friendly

Give your clients a fully branded, one-stop-shop for all of their financial needs — wherever they are.

BeFi Tools

Guide your clients toward their goals with tools like Orion’s BeFi20, Protect, Live, Dream framework,

and 3D Risk Profile.

Email, Video and Text Communications

Create and deliver custom communications that provide a personalized touch to each client.

Automated Event-Based Notifications

Communicate with clients how they want, where they want, when they want — with automated text and emails triggered by critical events.

Customizable Client Presentations

Deliver interactive performance presentations — in real-time — on the data that matters to clients most.

Next-Generation Client Experience

Connect investors’ short-term and long-term goals with personalized investment strategies, providing the best possible experience.

Free Templates for Your Success

Access these pre-built, customizable client communication templates (plus, a handy checklist) to make your outreach easier and more effective.

Presentation Template

Access this ready-made, fully-customizable presentation to showcase how Client Portal allows your clients to build a better financial future.

Launch Checklist

Don’t miss any important details. Get ready to launch your new Client Portal with our step-by-step checklist.

Email Announcement Template

Create a customized email for your clients to share everything they get with their new financial portal.

Editable Fact Sheet

Use this fact sheet to walk through everything Client Portal has to offer your clients.

Free Resource: Whitepaper

Redefine the Client Experience

How does an independent advisor respond as new unbundled models from digital leaders take hold and potentially redefine what financial advice has become? According to industry experts, the new imperative is to upgrade the advisor tech stack to start with a client focus at the center and build technology to engage and delight clients across their customer journey.

In this whitepaper, we break down:

Emerging investor trends shaping the financial services landscape
The core components of the investor/client experience
The key action steps advisors can take to design and implement a compelling client experience strategy