The new tech offering helps advisors boost client engagement and fill their sales pipeline based on a core connection to Orion’s financial planning capabilities and underscores the critical importance of an advice-based investment experience particularly through periods of economic uncertainty

Orion Advisor Technology, LLC (“Orion”), the premier technology provider for registered investment advisors, today announces the release of its new intuitive marketing automation platform: Market*r.

“Other platforms leave users with few options for actionable lead capture; limit their opportunities for personalization, and often, provide generic messaging that is commonly overused in the industry. What’s more is that they fail to make the necessary connection from marketing engagement to planning action.”

Available as part of Orion’s comprehensive technology suite, Market*r empowers firms to drive new business and deepen client relationships through access to hyper-personalized campaign collateral on top-of-mind investment topics; best-in-class marketing execution technology; and a bedrock-level integration with Orion Planning, which connects advisor’s marketing opportunities to planning engagements.

“Not only does marketing play a critical role in igniting the workflow that can drive firm-wide growth, it’s an especially critical conduit to clients and prospects through times of market volatility as we’re seeing now,” said Kelly Waltrich, Chief Marketing Officer of Orion. “But for many advisors, implementing an effective marketing and communications program is easier said than done. Hiring additional team members or outsourcing responsibilities to an agency can be expensive, and an additional effort to manage while running a business. Market*r gives advisors an intuitive, streamlined, and cost-effective solution that is backed by the strategic expertise of a full marketing team.”

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Disrupting the Advisor Marketing Solution Status Quo

Unlike other marketing technologies or outsourcing options for building and executing marketing campaigns, Market*r distinguishes itself by:

• Generating new omnichannel marketing campaigns monthly, featuring fresh messaging and designs, and “Mad Libs” style customization capabilities for a hyper-personalized, yet turnkey, creative offering
• Offering intuitive marketing technology to easily update, schedule, and distribute creative marketing assets and automatically nurture prospects with less effort
• Providing several options for setting up and executing campaigns, from self-guided to fully mapped out workflows, meeting firms’ varying needs and levels of marketing experience
• Creating visibility into campaign performance by reporting on client and prospect activity and enabling lead management, all within a single dashboard
• Guaranteeing unlimited storage of all content assets updated and distributed through the platform, supporting regulatory record retention requirements
• Delivering onboarding, platform training, and ongoing support to help advisors leverage the platform to its fullest potential, consistent with Orion’s award-winning customer experience

“When it comes to other marketing tools that are currently available to help advisors promote their brand, a few gaps still remain,” Waltrich continued. “Other platforms leave users with few options for actionable lead capture; limit their opportunities for personalization, and often, provide generic messaging that is commonly overused in the industry. What’s more is that they fail to make the necessary connection from marketing engagement to planning action.”

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Connecting Marketing Execution to Advice, In One Platform

The Market*r platform excels in its power to directly point marketing campaign calls-to-action to self-guided goal-planning workflows. This past July, Orion acquired Advizr Inc, an innovative financial planning technology platform in order to meet the needs of its advisors who were looking to emphasize their client and prospect experience to drive rapid growth.

“We heard feedback loud and clear from our advisors that they felt the existing planning process was broken and that the client experience being delivered was disjointed and antiquated,” said Eric Clarke, CEO or Orion. “And upon acquiring Advizr [now Orion Planning], we realized there was a greater story to tell. We seized the opportunity to help advisors easily implement financial planning tech, while also driving engagement and retention through impactful marketing campaigns.”

Market*r seamlessly connects new leads and engaged clients directly to Orion Planning, where they can self-register or log in to the tool; identify their financial goals; connect their accounts; and view their success projections. From there, they can easily request or schedule an appointment with the advisor and begin customizing their financial plan and client portal view.

Beyond facilitating this initial engagement, advisors can access a comprehensive lead tracking dashboard that shows potential opportunities for further investor engagement. Through a deep integration with Orion’s redesigned advisor portal, they can then take the specific details provided around a planning goal and craft an investment proposal to execute on the plan.

“This connectivity brings the client experience full circle with Market*r as the critical catalyst for investment action,” said Waltrich. “We’re seeing a race for a greater share of wallet in the financial services industry, and with this factor, alongside recent market volatility, we believe one of the best ways to earn more client assets and create an outstanding experience, is to rethink how your firm can grow through financial planning.”

In order to meet firm’s varying budgets and resource needs, Market*r’s capabilities are available in tiers, which include campaign collateral-only and a collateral-plus-technology option. For those who seek a more white-glove approach, Market*r also offers Consulting Services, delivering strategic planning support, custom campaign design, and execution led by Orion’s in-house marketing professionals.

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