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TODAY’S WEBINAR On the call
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Jonathan Belanger, CFA CTO, Co-Founder
Ryan Cohagan Integration Training Lead
Advisor Integrations Supercharging your practice 1 TODAYS WEBINAR - - PowerPoint PPT Presentation
Advisor Integrations Supercharging your practice 1 TODAYS WEBINAR - - PowerPoint PPT Presentation
Advisor Integrations Supercharging your practice 1 TODAYS 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
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A History of Disrupting the Status Quo
1999
Eric Clarke starts Orion Advisor Services in response to a lack of quality portfolio accounting solutions good enough for our RIA sister company
2012
Orion enhances advisors’ client experiences with branded Client Web Portals
2013
New Mobile App branded for your firm is introduced
2014
FUSE Integration Conference inspires innovation and integration
2015
Open API expands Orion’s reach for greater access to information benefiting custodians, partners, and integrations
2018
AIP enables comprehensive client wealth reporting, no matter the type of invested assets New compliance toolkit, Compass quickly retrieves client information and better prepares for audits
2010
Orion integrates with Salesforce’s CRM platform
2008
Cloud-based Advisor Desktop via Citrix enhances speed and increases access
2009
Business Metrics Reports provide an in- depth understanding of an advisor’s practice
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About Orion
2000+
Advisory Firms
125+ with $1B in AUM
$900B+
Assets Under Administration
3M+
Accounts
800+
Employees
Orion HQ
Omaha, NE
West Coast Office Seattle, WA New York Offices
NYC & Hauppauge, NY
Philadelphia Office
King of Prussia, PA
Cincinnati Office
Hebron, KY
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Solutions That Help Advisors Implement Operationalize Vision
REPORTING CLIENT EXPERIENCE BUSINESS INTELLIGENCE DATA SERVICES BILLING TRADING COMPLIANCE FINANCIAL PLANNING
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Net Amount Invested Market Value
Invested Value Comparison 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 Asset Class Allocation Cash or Equivalent 28.9 % Mid-Cap Blend 25.8 % Real Estate 13.5 % 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 % 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 Market Value Increase/Decrease $2,996.46 $69,461.01 Ending Market Value $1,115,051.29 $1,115,051.29 Time Weighted Return (Gross) 0.18 % 6.82 %
Activity Summary Allocation Summary
Quarterly Statement
Household: Troy Aikman Period: 7/1/2019 to 9/30/2019
Troy Aikman
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Streamlined communication
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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.
factorE is a portfolio communications platform that empowers investment professionals to have personalized discussions about investment solutions.
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Just right.
Just right.
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…to understand potential
- utliers or risks…
Integrate front office with back office… …and use end-client engagement data… …to make proactive recommendations…
…Demonstrating Value-add
OPPORTUNITY Create Workflow
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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
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Your Relationship Team
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Conor Rood VP, Business Development
e: conor@myfactore.com p: 774-487-2624
Jonathan Belanger, CFA Co-Founder, CTO
e: jb@myfactore.com p: 617-692-0449
Nicholas Gudz Chief Marketing Officer
e: nick@myfactore.com p: 917-723-4425
www.myfactore.com
Relationship Management Technical Marketing