AI-driven advanced planning solution joins forces with Orion
Partnership saves advisors time as there is no need to manually enter client data, says FP Alpha.
FP Alpha, an AI-driven advanced planning platform for financial advisors, today announced its new integration with Orion Advisor Solutions, a provider of wealthtech solutions for fiduciary advisors.
“Our clients have been asking us about an integration with market leader, Orion, for a while now and we are so pleased that this is now LIVE,” Rachel Schwab, Product Manager for FP Alpha, said in a press release. “This integration is saving advisor’s time as there is no need to manually enter client data. Advisors who work with Orion can easily utilize our Tax and Estate Snapshots and the platform as a whole, with their entire client base, providing advanced planning at scale.”
“We are excited about our partnership with FP Alpha,” Trent Mumma, chief product officer of Orion Advisor Solutions, added. “This integration marks a significant step in our commitment to equipping fiduciary advisors with time-saving tools that help achieve better outcomes for investors. Tax and estate planning are critical components within the delivery of holistic advice, and we look forward to leveraging FP Alpha’s resources.”
The release explains how the integration pulls in client information and data advisors already have in Orion. Every client imported will show up on FP Alpha’s General Questionnaire already filled out, from demographics to asset data including name, gender, family information, state of residence, occupation, net worth, and assets.
With more clients looking to their advisors to provide comprehensive services such as tax, estate and insurance, the FP Alpha platform aims to assist advisors in doing this in a scalable and efficient way by saving time on the set-up process, which includes the inputting of client information.
Learn more about reprints and licensing for this article.
