News : Navatar Partners with Orion
New York, NY, USA, July 15, 2015 -- Navatar, a cloud provider for asset management, investment banking and wealth management, and Orion Advisor Services, LLC ("Orion"), a portfolio accounting service bureau have partnered to deliver a fully integrated CRM user experience for the advisory community. Navatar One, Navatar's cloud solution for advisors, offers direct access to the Orion Connect portfolio management application; this integration enables advisors to utilize the interaction capabilities of Navatar One and the reporting power of Orion's portfolio management tools, all from the comfort of Navatar One.
"Orion is an innovative portfolio accounting service built by a team that deeply understands advisors," said Alok Misra, Principal, Navatar. "We are very excited that advisors who work with Orion can now take advantage of all the Navatar innovation, to serve their customers better."
Posted by Veronica Silva Cusi, news correspondent
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About Navatar Group:
Navatar Group provides cloud computing and software as a service (SaaS) products to financial firms globally.
About Orion Advisor Services:
Orion helps financial advisors with a suite of technology and service solutions providing integration, customization and scale.
Published: Friday, July 17, 2015