Advisor Integrations Supercharging your practice 1
TODAY’S WEBINAR On the call Jonathan Belanger, CFA Ryan Cohagan CTO, Co-Founder Integration Training Lead 2
A History of Disrupting the Status Quo 1999 2012 2014 2018 Eric Clarke starts Orion Orion enhances FUSE Integration Advisor Services in response advisors’ client Conference AIP enables to a lack of quality portfolio experiences with inspires innovation comprehensive client accounting solutions good branded Client and integration wealth reporting, no enough for our RIA sister Web Portals matter the type of company invested assets 2008 2009 2010 2013 2015 New compliance toolkit, Compass Cloud-based Business Orion New Mobile Open API expands quickly retrieves client Advisor Metrics Reports integrates App Orion’s reach for information and better Desktop via provide an in- with branded for greater access to prepares for audits Citrix enhances depth Salesforce ’s your firm is information speed and understanding of CRM introduced benefiting custodians, increases an advisor’s platform partners, and access practice integrations
About Orion 2000+ $900B+ West Coast Office Seattle, WA New York Offices Advisory Firms Assets Under 125+ with $1B in NYC & Hauppauge, NY Administration AUM Orion HQ Omaha, NE Philadelphia Office 3M+ 800+ King of Prussia, PA Cincinnati Office Accounts Employees Hebron, KY 4
Solutions That Help Advisors Implement Operationalize Vision CLIENT FINANCIAL REPORTING BILLING EXPERIENCE PLANNING BUSINESS TRADING COMPLIANCE DATA SERVICES INTELLIGENCE
Quarterly Statement Household: Troy Aikman Period: 7/1/2019 to 9/30/2019 Portfolio Overview Your portfolio is represented by the following account(s): Account Market Value *****8925 Troy Aikman-Individual Retirement Account $543,541.84 *****8945 Troy & Susan Aikman-JTWROS $421,509.45 *****3456 Troy Aikman-Individual $150,000.00 Total: $1,115,051.29 Activity Summary Allocation Summary Period YTD Beginning Market Value $1,112,054.83 $996,590.28 Contributions $0.00 $0.00 Distributions $0.00 ($1,000.00) Transfer In/Out $0.00 $50,000.00 Advisory Fees Paid $0.00 $0.00 Miscellaneous Charges $0.00 $0.00 Bond Accrual $0.00 $0.00 Asset Class Allocation Market Value Cash or Equivalent 28.9 % $2,996.46 $69,461.01 Increase/Decrease Mid-Cap Blend 25.8 % Ending Market Value $1,115,051.29 $1,115,051.29 Real Estate 13.5 % Time Weighted Return (Gross) 0.18 % 6.82 % Intermediate-Term Bond 10.1 % Foreign Large Value 6.4 % World Bond 5.9 % Corporate Bond 4.1 % Diversified Emerging Mkts 3.0 % Global Real Estate 2.3 % Invested Value Comparison Net Amount Invested Market Value Troy Aikman
Streamlined communication factorE is a portfolio communications platform that empowers investment professionals to have personalized discussions about investment solutions. factorE aims to bring scalability to the wealth management vertical using improved data analytics and user feedback to optimize the way we communicate about risk. 8
6
Just right. Just right. 7
OPPORTUNITY Create Workflow Integrate front office with back office… …to understand potential outliers or risks… …and use end-client engagement data… …to make proactive recommendations… …Demonstrating Value-add 9
YOUR {FIRM} | {ANALYTICS} View investment risk at a firm level and drill into outliers to unders rstand p d potential ial p pitfal alls ls Integrate with your current risk questionnaire or build your own risk model to re reflect y your f r firm irm’s s stan ance Use step-by-step tours of your analytics output to customi mize the e ex exper erience for your customer in meaningful ways White-label factorE to maintain consis istent b brandin ding for your firm’s advisors CRM integration so portfolio notes and tours can be re reflected in in clie lient f file iles 10
Your Relationship Team Relationship Management Technical Marketing Conor Rood Jonathan Belanger, CFA Nicholas Gudz VP, Business Development Co-Founder, CTO Chief Marketing Officer e: conor@myfactore.com e: jb@myfactore.com e: nick@myfactore.com p: 774-487-2624 p: 617-692-0449 p: 917-723-4425 www.myfactore.com 11
Recommend
More recommend
