TMCnet News
Navatar Partners with Orion to Launch Integrated CRM and Portfolio Management Platform for Financial AdvisorsNEW YORK, July 15, 2015 /PRNewswire/ -- Navatar (@navatargroup), the premier cloud provider for asset management, investment banking and wealth management, and Orion Advisor Services, LLC ("Orion"), the leading portfolio accounting service bureau have partnered to deliver a fully integrated CRM user experience for the advisory community. Navatar One, Navatar's cloud solution for advisors, offers direct access to the Orion Connect portfolio management application; this integration enables advisors to utilize the interaction capabilities of Navatar One and the reporting power of Orion's portfolio management tools, all from the comfort of Navatar One. Navatar and Orion will be hosting a webinar, titled, "The Convergence of Portfolio Accounting and CRM: Tools the Next-Gen Advisor Needs to Succeed," to showcase the integrated solution. The webinar is scheduled for Tuesday, July 21 at 2:00 PM EDT. Free registration is available at: https://attendee.gotowebinar.com/register/2336444984370675202 Navatar One is the next-generation cloud solution for RIAs and independent advisors, built on Salesfoce. It features a state-of-the-art hub and workflow engine to maximize advisor efficiency, and is supported by Navatar's acclaimed financial services team. "Orion is an innovative portfolio accounting service built by a team that deeply understands advisors," said Alok Misra, Principal, Navatar. "We are very excited that advisors who work with Orion can now take advantage of all the Navatar innovation, to serve their customers better." "Navatar has built a solid reputation of customer success in the financial industry. Our partnership with Navatar is another step in our ongoing effort to make Orion Connect available to as many advisors as possible through advisors' CRM providers," said Eric Clarke, President and CEO of Orion. "By enabling advisors to seamlessly run our innovative portfolio accounting tools from their CRM systems, we provide an all-in-one solution that delivers the efficiencies advisors need to enjoy their businesses again while supporting long-term growth." For more information on Navatar One, please contact 212 863 9655 or [email protected]. About Navatar Group About Orion Advisor Services, LLC For more information about Orion Advisor Services, LLC, visit www.orionadvisor.com or follow Orion at @orionadvisor. Logo - http://photos.prnewswire.com/prnh/20130715/PH46787LOGO To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/navatar-partners-with-orion-to-launch-integrated-crm-and-portfolio-management-platform-for-financial-advisors-300113430.html SOURCE Navatar Group |