• May 6, 2016

Wealthbox CRM Integrates with Orion

Starburst Labs, providers of a Web and mobile CRM application for financial advisors, has integrated its Wealthbox CRM with Orion Advisor Services, a portfolio accounting service provider for financial advisors.

Financial advisors using Wealthbox CRM will now have access to real-time client account information through Orion's portfolio accounting database, available on the client record page in Wealthbox. The integration also includes single-sign-on access between Wealthbox and Orion.

"Integrating with Orion is an important milestone for Wealthbox CRM," said John Rourke, CEO of Starburst Labs, in a statement. "Many of our advisor-customers have been requesting this useful integration, and today we're happy to release it."

"With each integration we develop at Orion, the purpose remains the same: to increase efficiency and information accessibility for advisors to better serve their clients," said Eric Clarke, CEO of Orion, in a statement. "Wealthbox shares this vision, and we're thrilled to be working with their team and advanced CRM technology on this exciting new development."

In the next stage of this integration, Wealthbox users will be able to launch Orion reports directly within the CRM and view activity streams of portfolio updates.


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