Orion + Apex: Finally - Truly Digital Account Opening for RIAs
For many advisors, the account opening process has long been on the list of tedious yet crucial tasks to complete. Utilizing Apex’s digital API suite, Orion’s new Automated Account Solution transforms the account opening process so you have the speed, efficiency, and flexibility you need to deliver a better client experience.
Join Orion’s Brian Morgan, CFP®, Director of Product, and Eddie Sempek, National Sales Manager, along with Apex’s Megan Hausmann, Director, Advisory Success, and Marcel Tsai, Senior Director, Advisory Platforms to see first-hand how we’ve streamlined the traditionally slow account opening process into an efficient workflow that can be completed in under 5 minutes.
You’ll learn how you can compete with robo-advisors, efficiently convert prospects to clients through the delivery of simple proposals, and create scale while integrating financial planning, best-in-class reporting, and a white label client portal.