The Fintech Fix: Inside the Orion & Asset-Map collaboration
In this latest installment of The Fintech Fix, we check in with Orion’s Head of Partner Integrations Jeff Kliewer and Asset-Map’s Founder H. Adam Holt. The two firms recently integrated, allowing Orion users more fluid access to technology assisting the adviser-client relationship. Both Orion and Asset-Map have advocated for technology that will actually be used by advisers, particularly in areas that directly impact the client experience. To see what Jeff and Adam shared with our own Melanie Yuill about the motivation behind this integration and where both firms see Wealth Tech going in 2019, check out the video below!