YOUR BACK OFFICE

DIGITAL ONBOARDING

Through our association with AgreementExpress, onboarding is seamless. From proposal to final agreement, our technology enables you to transact business seamlessly

Go to Agreements (coming soon)

ORION ADVISOR & CLIENT PORTALS

ADVISOR PORTAL

Leveraging Orion’s Rep Portal, you can support your book of business and individual clients more effectively. Orion’s dashboards can be built to support individual advisors, as well as advisor teams.

PRIVATE-LABELLED CLIENT PORTAL

Qualified advisors are offered a client web portal that can be customized and branded to your firm to give your clients a unique experience. With Orion’s portal and the option through Synthesis Investments’ self-directed option, you have the ability to show your clients all of their accounts in one place with a simple design that is easy to navigate. Performance, account values and more are shown through easy-to-understand graphics that put the information you want clients to see front and center. The portal also grants clients access to custom-branded digital statements.

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INCOME DISTRIBUTION SOLUTION

Synthesis Investments gives you the guidance and technology to set up buckets with different time horizons and management strategies so that you can potentially:

  • Enable your clients to grow assets while taking distributions regardless of
    market conditions.
  • Reduce the impact of market fluctuation and address the challenge of remaining invested in stocks during distribution.
  • Create peace of mind when growth assets experience periodic decline because less volatile buckets can replenish immediate need buckets.