factorE, a portfolio analytics tool for financial professionals, announced it has partnered with Orion Advisor Solutions. Orion users can now import their portfolios and instantly understand portfolio risk factors, run extensive scenario analysis, & provide comparative analytics.
Users enjoy:
Seamless workflow: Integrate directly with your Orion account
Institutional quality analytics: Factor-based analysis and stress-testing
Dynamic Interface: Cloud-based solution suitable for use on an iphone, ipad, or on your desktop or laptop.
“The integration with factorE visualizes your portfolio data in meaningful ways, using real world scenarios to help you connect to your clients,” said Jeff Kliewer, integrations product manager at Orion. “This demonstrates that you are listening to their needs and concerns, matching them with the portfolio that is right for them.”
The Orion integration comes on the heels of several other key announcements this summer, including the inclusion of factorE into LPL's Vendor Affinity program along with a number of platform enhancements that provide a more robust analytics output for members.
"We're excited about our most recent integration with Orion Advisor Solutions. As we continue to build more features and enhancements for our members, partnership integrations are on the top of our list and we couldn't be more excited to have Orion as a trusted partner," said Jonathan Belanger, CTO of factorE.