Join leaders from three of the financial technology industry’s top companies for a webinar series where they’ll highlight advisors using all three solutions to create a more efficient practice and share how to tackle your tech stack to create a better advisor and client experience.
H. Adam Holt
CEO & Founder of Asset-Map
Alison Susko
Director of Partnerships at Asset-Map
Jomin Bishop
VP of Sales at Wealthbox
Jeff Kliewer
Senior Product Manager at Orion
Eddie Sempek
SVP of Strategic Relationships at Orion
Randy Dippell
Partner Advisor at Advice Period
The Winning Practice Management Combination
Join H. Adam Holt (CEO & Founder of Asset-Map), Jomin Bishop (VP of Sales at Wealthbox), and Eddie Sempek (SVP of Strategic Relationships at Orion) for a discussion on the client journey and day-to-day practice management tasks that are made simpler through our integrations.
Meet the Big Three (Asset-Map + Wealthbox + Orion)
Join H. Adam Holt (CEO & Founder of Asset-Map), Jomin Bishop (VP of Sales at Wealthbox), and Eddie Sempek (SVP of Strategic Relationships at Orion) for an intro to our powerful advisor technology solutions and how to use them together as part of your workflow.
Hear from the Financial Professionals
Join Alison Susko (Director of Partnerships at Asset-Map), Jomin Bishop (VP of Sales at Wealthbox), Eddie Sempek (SVP of Strategic Relationships at Orion) and a financial professional who is utilizing all three solutions as we answer the most common questions from an advisor workflow perspective.
We’ll share what has worked best, their favorite parts of how the tools integrate, and more.
Our technology helps you visualize a client’s complete financial inventory on a single page so you can help them see and understand their finances.
Wealthbox is a web-and-mobile CRM application for financial advisors known for its modern product design and powerful yet simple user experience.
Built by advisors, for advisors, Orion's portfolio management software gets advisors back to the business of serving their clients.
