After a fantastic afternoon of activities including a golf tournament and a tour of the Denver Botanical Gardens, attendees of the Gemini + Orion Advisor Forum looked forward to the final day of sessions.
Prior to departing for outdoor activities, Orion provided an update of their Advisor Desktop suite, including a discussion of enhanced performance screens, end-to-end trading processes, and new integration with the Dropbox cloud file sharing and synchronization service.
Enhanced Performance Screens
New additions to the performance screens include two “gadgets,” where performance can be displayed using heat maps or bar graphs. The heat maps are a very slick addition, where they show performance information in shades of red and green (much like the daily return grid on the MorningstarAdvisor.com homepage), and can be configured to show performance by style, model, account, household group, and more.
Dropbox Integration
Big Guns at the Orion Advisor Tech Panel
During the Tech Panel discussion, Orion revealed that its working on an integration with the popular cloud file storage service Dropbox. Orion president Eric Clarke commented that its the company’s first attempt at supporting such a service and aims to simplify the process of sharing documents and information between Orion’s service team and their advisor clients.
Advisors who currently use Dropbox with their clients for other purposes may be able to leverage this new integration and deliver certain reports and data generated from within the Orion system directly to the end client’s shared folder.
Look for the Dropbox integration to be available in the next major release, scheduled for December 2011.
