Orion Advisor Technology has recently announced the launch of its new marketing automation platform, Market*r – to help financial advisors. As a part of Orion’s technology suite, it will allow advisory firms to leverage ‘hyper-personalized’ materials on investment and execute marketing technology. Besides, it will enable integration with the Orion Planning that will bring marketing opportunities to plan engagements.
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Powered by the strategic expertise of the marketing team, it will also offer cost-effective solutions to advisors. The company expects the new initiative will also report on client and prospects’ activity – enabling lead management in a single dashboard.
Source: https://www.fa-mag.com/news/orion-rolls-out-automated-advisor-marketing-platform-55114.html