ACT! & Orion - Improving Productivity

ACT! as a contact management system has proven very useful in all industries including the financial industry. The problem with most small businesses is the lack of integration between systems and software. ACT! is one of the most used CRM systems in the world and also has many enhancements making it compatible with most enterprise software.. Orion Advisor Services empowers advisors with the most comprehensive back-office solution available. Orion provides a service bureau and portfolio managment system that is customizable to fit any business model and scalable to meet growing business needs. Today Orion serves more than 95 clients and administrates nearly $20 billion in assets for more than 200,000 accounts.

 

 

 

 

It's no wonder sucessful advisors use Orion Advisor Services as well as leading technology CRM solutions such as ACT!. Affix software allows advisors the ability to seamlessly integrate these two systems to consolidate the number of places information is available for advisors and office staff.

 

When you view a client in ACT! you will also be able to view that clients data from Orion all in one location. In addition, many of the reports you are familiar with that Orion produces will be available directly from ACT!. The reports include the Benchmark Report, Time-weighted Return report, Valuation, Position Report, and others.