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.
2018 Top Ranking Performers Present:
CONTACT CENTER & CUSTOMER ENGAGEMENT
BERLIN - ORLANDO - MACAOFIND OUT MORE!
"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
Today's Tip of the Day - Touch Tone IVR
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
Genesys® powers 25 billion of the world’s best customer experiences each year. Our success comes from connecting employee and customer conversations on any channel, every day. Over 10,000 companies in...
NICE (NASDAQ: NICE), is a worldwide provider of intent-based solutions that capture and analyze interactions and transactions, realize intent, and extract and leverage insights to deliver impact in re...
Avaya is a recognized innovator, leading business communications for the digital age. Avaya delivers smart global solutions and technologies for customer and team engagement, unified communications an...
Five9 is a provider of cloud software for the enterprise contact center market, bringing the power of the cloud to thousands of customers and facilitating approximately three billion customer interact...