Orion Launches Digital, Dynamic New Account Opening to Accelerate Speed to Advice Through Intelligent Workflows
Goldman Sachs Custody Solutions is Orion’s first custodian to go live on the new experience
Orion announced today the launch of its Dynamic New Account Opening tool to support digital account opening within the Orion Advisor Portal.
Advisors can now open accounts with Goldman Sachs Custody Solutions (GSCS) directly within the Orion experience. GSCS is Orion’s first custodial provider integrated for this digital account opening enhancement. The end-to-end integration is now available to Orion Advisor Technology clients who custody with GSCS. It will be available to Orion Portfolio Solutions clients later this summer and to additional custodial partners later this year, reflecting Orion’s flexible, multi-custodial approach.
To support a key advisor workflow, Orion’s Dynamic New Account Opening provides:
