Orion Advisor Services, AdvisoryWorld, and Mineral Interactive Join Forces to Launch Catalyst, an End-to-End Technology & Marketing Program Designed Specifically for TAMPs

Announces FTJ FundChoice as Early Adopter


OMAHA, Neb., July 12, 2017 (GLOBE NEWSWIRE) -- Orion Advisor Services, the premier portfolio accounting service provider for financial advisors, has teamed up with AdvisoryWorld, the leading portfolio modeling and proposal generation provider for advisors, and Mineral Interactive, a design and digital strategy firm for advisors and fintech, to create Catalyst, a tailored technology and marketing offering for turn-key asset management programs (TAMPs). The first of its kind, Catalyst was designed by these advisor software and marketing partners to fulfill TAMPs’ need for white-labeled technology with dynamic UI/UX and heightened administrative oversight privileges.

Dean Cook, President of FTJ FundChoice, a leading TAMP with over $8B assets under administration and an early adopter of Catalyst, said, “At FTJ FundChoice, we listen to advisors and work tirelessly to meet their needs. We choose to work with trusted technology and marketing providers who understand our specific needs as a TAMP as well as the needs of our advisors and their clients. Since 2010, we have worked with Orion Advisor Services and when we learned of their integrations with AdvisoryWorld and Mineral we knew that the combination of all four of us would create an unrivaled custom technology solution. Orion, AdvisoryWorld and Mineral exceeded our expectations in creating our custom digital advice solution, Portfolio Target.”

Catalyst is an end-to-end technology and marketing program for TAMPs looking to build or upgrade their technology platform with an interactive advisor-to-investor on-boarding experience seamlessly coupled with a high powered back office. Features include integrated:

  • Customizable user interface, complete digital strategy and messaging, brand guidelines, and logo creation by Mineral Interactive
  • Lead Acquisition, Portfolio Modeling, Risk and Goals Based Proposal Generation by AdvisoryWorld
  • Unified Managed Account maintenance, New Account Opening and Back Office Services by Orion Advisor Services

“Empowering advisors to create personalized technology solutions is part of the core mission of Orion,” said Eric Clarke, CEO of Orion. “Our portfolio accounting platform has been used by TAMPs since our inception to create scalable solutions for reps and their end clients alike and this partnership is the next extension in our services to this part of the industry.”

“We couldn’t be more pleased to be working with two of fintech’s best advisor technology firms in AdvisoryWorld and Orion on this joint partnership,” said Jud Mackrill, CEO and co-founder of Mineral. “After more than a decade of working with TAMPs in various capacities, getting the chance to now help mold their digital strategy and user experience of new ways to engage their audience is an opportunity to expand how technology can drive growth.”

Michael Wilson, COO & President of AdvisoryWorld, added, “We teamed up to create this program in response to industry demand. We at AdvisoryWorld, Orion and Mineral, have worked with many TAMPs over the years and have gotten to know their value propositions and needs first-hand, much like the tens of thousands of financial advisors we all serve daily. We’re excited to collectively offer the high level of tailored technology and marketing that TAMPs require.”

For more information on Catalyst, please visit https://www.catalystforadvisors.io/.

About Orion Advisor Services
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than 1,000 advisory firms with total assets under administration in excess of $450 billion, from more than 1,500,000 individual accounts.

For more information about Orion, visit www.orionadvisor.com and follow Orion on Twitter: @orionadvisor

About AdvisoryWorld
AdvisoryWorld is the leading provider of investment analytics, portfolio modeling and proposal generation technology for the financial services industry. Their technology is delivered via off-the-shelf web applications, API, and Professional Services. Founded in 1987, AdvisoryWorld is headquartered in Los Angeles, CA, and currently services over 30,000 investment professionals nationwide. For more information, please visit www.advisoryworld.com.

About Mineral Interactive
Mineral employs a diverse team of creative professionals and strategists who are passionate about partnering with client-focused firms looking for exceptional custom marketing solutions. Mineral provides financial institutions with Websites, Digital Strategy, User Interface Design, Brand Strategy, Inbound Marketing, Content Marketing, Paid Media, Animated and Live Video Production, and Creative Content Generation.

For more information about Mineral, visit mineral.is or follow Mineral on Twitter at @getmineral


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