Improving Communication Working in the financial arena, we quickly discovered the advantages of leveraging Orion's services which allows advisors to focus on revenue building activities such as prospecting and meeting with clients. However, we quickly found that we were moving between multiple applications to retrieve data which was time consuming. ACT! offers a cost-effective solution and provides a comprehensive CRM for the financial advisor. Thus Affix was developed and will continue to be refined as Orion and ACT! continue to develop.

Affix was developed late in 2008 and distributed to advisors working within the Orion platform. Data Pavilion is operated out of Denver, Colorado as a software developer and distributor working closely with Orion and having an intimate knowledge of ACT! and how advisors use ACT! and Orion in their business.

Your Partner By utilizing and maintaining Affix with the Orion system you can rest assured you will continue to have a compatible software solution between Orion Advisor Services and any current or future version of the ACT! software. You can always contact us via email if you have any questions or need assistance with the software. Because we are a small firm that recognized the need for better integration, we still maintain jobs in the financial industry working with Orion. As such, the prefered method of contact is email. We will respond promptly to any concerns and questions you may have. Because we are in the financial industry you can rest assured we understand the needs of your office and will continue to enhance the interace with your input and support.

Looking To Enhance ACT? Take some time to visit the links page and explore more enhancements to ACT!. You will find just a small number of products available today to make ACT! a central part of your business operations.

Reports Right From ACT! Some Reports Now Available - Time-weighted Return

- Benchmark Report

- Portfolio Valuation

- Position Report

- Others