AdvisoryWorld, a US-based provider of portfolio analysis, investment planning and proposal-generation software, has enhanced its partnership with Orion Advisor Services, a portfolio accounting service provider.
Under the partnership, advisors will have access to all of AdvisoryWorld’s reports using Orion’s Report Builder and they can use them to create their own customized reports for clients.
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Additionally, the integration of Orion with AdvisoryWorld’s API will enable its users to present hypothetical performance, Monte Carlo simulation and more alongside of actual performance.
AdvisoryWorld has also partnered with Orion to include risk scoring, goal analysis and research within the new Orion open-source client portal.
Meantime, AdvisoryWorld is also participating in Orion’s upcoming Fuse 2014, which will bring together leading software providers in the financial services industry for one weekend to build innovative new solutions for advisors.
Eric Clarke, President and CEO of Orion, said: "Advisors who can efficiently create individual reports are able to provide greater value to clients, which is the primary goal of technology solutions."
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By GlobalDataMichael Wilson, COO of AdvisorWorld, said: "While advisors can generate highly sophisticated, custom reports with Report Builder, the client portal feature enables them to offer their clients an interactive experience, with direct access to AdvisoryWorld content."
