The financial mobile app, developed in partnership with the Orion advisor platform, offers clients of your investment advisory firm a modern, secure, and intuitive way to manage their wealth on the go. Through this app, users can view real-time portfolio values, monitor investment performance, and track progress toward their personalized financial goals using interactive tools and dynamic dashboards.
Clients benefit from features such as:

- Account Aggregation: Consolidate and view all financial accounts, including investments, cash, credit, and liabilities, for a holistic financial overview.

- Performance Tracking: Access detailed performance reports, asset allocation breakdowns, and benchmark comparisons for each account.

- Financial Planning: Review and update financial plans, run retirement projections, and adjust assumptions using integrated planning tools.

- Document Vault: Securely store, access, and share important financial documents and statements with your advisor.

- Collaboration Tools: Schedule appointments, receive notifications, and communicate directly with your advisory team through the app.

- Custom Branding: The app can be white-labeled with your firm’s logo and colors, providing a consistent and professional client experience.

The app leverages Orion’s robust technology stack, integrating seamlessly with custodians and CRMs to streamline onboarding, account management, and ongoing client-advisor collaboration. With features like digital account opening, secure document sharing, and real-time updates, the app empowers clients to take control of their financial future while maintaining a close connection with their advisor—anytime, anywhere.
In summary, this Orion-powered mobile app delivers a fully branded, one-stop-shop for all your clients’ financial management needs, combining advanced technology with personalized advisory service for a superior wealth management experience.