A Powerful Advisor-Focused Platform to CONNECT BEST-OF-BREED Applications for Advisors.

Advisors are quickly learning the value of integrating technology, data and service on one platform. Integration eliminates duplicate entry of data, and creates huge efficiency advantages while giving advisors the power to individually choose tools that best fit their business. These cutting-edge firms are dedicated to giving advisors the best choices by connecting industry-leading applications and services under a single advisor-focused platform, AdvisorConnect.

BEST-OF-BREED CRM, PORTFOLIO ACCOUNTING AND FINANCIAL PLANNING

Integrating critical applications is a puzzle solved through integrating best of breed solutions. Each of these advisor-focused companies is an industry-leading specialist. This means they are an EXPERT in their industry with the common goal of opening their technologies through web services and standards-based best practices to better serve advisors and the financial industry.

ACCESS FROM ANYWHERE WEB-BASED INTEGRATION

All of these solutions are web-based, up-to-date, accessible from anywhere, and integrated with each other. Together, they connect your core tools from the office, at home, or a client’s residence.

THE POWER OF INDEPENDENCE CHOICE BREEDS COMPETITVE PRODUCTS

When it comes to running their unique businesses, what independent advisors want most is choice. With AdvisorConnect, you choose which of these best-of-breed solutions adds the most value to your business.

Much more than a typical CRM, AppCrown is integrated practice management. As a close partner with Salesforce.com, our components extend the capabilities of native Salesforce.com into a holistic practice management designed for wealth management producers custodied at TD Ameritrade. As an Orion & salesforce.com user, your clients’ positions and holdings data will be integrated with their relationship management information including all email, tasks, meeting reports, documents and much more.

As a comprehensive back-office solution, Orion's service bureau and portfolio accounting system is customizable to fit your fee-based advisory business and scalable to meet your growing needs. Orion handles tasks like database reconciliation, performance and cost-basis reporting, statement generation and delivery, and advisory fee billing, allowing you to redirect efforts towards building client relationships and managing money. Orion’s Internet-based system provides your staff with immediate access to client data, extends your firm’s brand with a private-labeled web portal, and delivers powerful tools like a highly customizable reporting engine, and out-of-the-box integration with AppCrown and MoneyGuidePro.

MoneyGuidePro is dedicated to one thing - helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals. MoneyGuidePro is the first collaborative internet-based financial planning software that makes this easy to accomplish. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.