News : Wealthbox CRM Announces Integration with Orion
New York, NY, USA, May 5, 2016 -- Wealthbox CRM, a web-and-mobile CRM application for financial advisors announced an integration with Orion Advisor Services, LLC ("Orion"), a portfolio accounting service provider for financial advisors.
Financial advisors using Wealthbox CRM will now have access to real-time client account information through Orion's portfolio accounting database, available on the client record page in Wealthbox. The integration also includes single-sign-on access between Wealthbox and Orion, allowing an easy, one-click entry point for advisors to directly connect to specific account pages.
GO FOR GOLD AND REPRESENT YOUR NATION!
The 2018 13th annual Top Ranking Performers Global Awards are open until 31st Dec 2017
Awards for all levels of staff and a fantastic range of corporate awards for contact centers! Click on the banner for details!
"Integrating with Orion is an important milestone for Wealthbox CRM," said John Rourke, CEO of New York City-based Starburst Labs, the makers of Wealthbox. "Many of our advisor-customers have been requesting this useful integration and today we're happy to release it."
Said Eric Clarke, CEO of Orion, "With each integration we develop at Orion, the purpose remains the same: to increase efficiency and information accessibility for advisors to better serve their clients. Wealthbox shares this vision, and we're thrilled to be working with their team and advanced CRM technology on this exciting new development."
Posted by Veronica Silva Cusi, news correspondent
Today's Tip of the Day - Motivation & Charity Work
More Editorial From Wealthbox CRM
About Wealthbox CRM:
Wealthbox CRM is the flagship product of Starburst Labs, Inc., (formerly known as Gotham Tech Labs) headquartered in New York City. Starburst Labs is creating a suite of online products, including Wealthbase and InvestorSay, that connect financial advisors with investors.
Published: Monday, May 9, 2016
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...
Cisco provides Unified Customer Contact solutions that extend customer care beyond simple phone transactions and the traditional contact centre to unique content-rich customer centric experiences. The...
Convergys delivers consistent, quality customer experiences in 58 languages and from more than 150 locations around the globe. We partner with our clients to improve customer loyalty, reduce costs, an...
global provider of contact center services and back-office processing