Orion and Charles Schwab unveiled a set of enhanced technology integrations and workflows Tuesday aimed at boosting advisor efficiency, including in the calculation of required minimum distributions for clients’ tax-deferred accounts.
The enhancements, announced on the first day of Schwab’s annual Impact Conference in San Francisco, are also intended to help advisors securely access important ancillary client data and open accounts in a more efficient manner.
“By providing more streamlined access to critical custodian data, we’re enabling advisors to spend less time on operational tasks and more time focused on their clients and growing their businesses,” Orion CEO Natalie Wolfsen said in a statement.
