Summitas, the premier digital engagement platform for online wealth management portals, and Orion, the premier provider of transformative wealthtech solutions for advisors, have announced an integration aimed at empowering advisors by enhancing the technological capabilities available to them for digital engagement.
This integration highlights the strengths of both companies—Orion’s comprehensive portfolio management and client experience tools and Summitas’ robust client communication, collaboration, and content management platform. The result is a seamlessly integrated experience that provides summary financial and performance information from Orion via a series of charts, graphs, and tables within Summitas’ Finboard app, which operates within the secure Summitas Platform® environment.
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“This integration with Summitas allows us to provide advisors with some of the best tools available to manage their clients’ financial lives,” said Trent Mumma, Chief Product Officer of Orion Advisor Solutions. “We’re giving advisors another powerful resource to enhance client relationships and deliver superior service.”
“We are thrilled to partner with Orion, a company that shares our commitment to innovation and excellence in the financial advisory space,” said Dan Gregerson, Chairman and CEO at Summitas. “This collaboration will provide advisors with the tools they need to deliver a superior and seamless client experience while ensuring the highest levels of security and confidentiality.”
This integration between Orion and Summitas comes at a time when the demand for secure, digital-first client experiences is higher than ever. By leveraging their combined expertise, the two companies aim to help advisors meet and exceed client expectations in an increasingly competitive market.
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