Eric Clarke, CEO of Orion Advisor Services, hopes a new app on Orion Connect will make it easier for advisors to use data to make decisions and implement strategies.
Orion Business Intelligence, which launches Thursday, is a digital update to the Business Metrics Reporting tool that Orion advisors have used for three years.
All of the analytics capabilities remain – transaction types, top performers, cash flows, client demographics, new accounts opened in a given time frame, or changes in assets under management over time – but advisors can now access them whenever they want instead of waiting for the monthly printed report to arrive. Business Intelligence also brings a major visual overhaul and allows advisors to take deeper dives and look at custom data sets.