Orion and Navatar Launch Integrated CRM and Portfolio Management Platform for Financial Advisors

By | Integrations, News

Orion has partnered with Navatar 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. Read the full press release here Sign up for an event to see how the new integration making prep for and running client meetings easier

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