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.
"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
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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