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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Our retirement plan solutions offer a range of advantages, from straightforward plan management and impartial investment options to fiduciary services, efficient plan setup, and time-saving solutions that truly make a difference. ADP is dedicated to preparing participants for retirement by equipping your employees with essential tools, enabling them to conveniently plan for their financial future. With a user-friendly mobile enrollment system that allows participants to sign up from anywhere at any time, along with the MyADP Retirement Snapshot calculator which provides tailored estimates of retirement savings based on individual responses, we are continually innovating to enhance the experience for both you and your employees. Additionally, timely and targeted messaging ensures that participants receive crucial information as needed. It is vital to make informed investment decisions for the success of your retirement plan, and we are here to support you in achieving that goal. Our commitment to ongoing improvement and adaptability in our services underscores our focus on your needs and those of your employees.

Description

Success manifests uniquely for each organization. Our expertise lies in deploying technology tailored to diverse requirements, empowering advisors across various business models to meet their fiduciary duties effectively. We envision solutions that extend beyond mere technology, creating a transformative experience that encourages innovation, challenges the status quo, and positions you for ongoing triumph. By developing a superior tech infrastructure with over 100 integrations, you can ensure the integrity of your data through daily domestic reconciliations. Enhance collaboration via a multi-channel client experience, while trading becomes streamlined with a tax-efficient rebalancer. Furthermore, you can craft individualized SMA investment portfolios and accelerate your revenue streams through customized fee and payout arrangements, paving the way for sustainable growth in your practice. Ultimately, our comprehensive approach is designed to help you not only reach your goals but exceed them.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Asset-Map
ClearCompany
ClockShark
Co-Pilot
Homebase
Jobvite
Microsoft Teams
MoneyGuide
RightCapital
SAP SuccessFactors
Slack
SolarWinds Patch Manager
SolarWinds Server & Application Monitor
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
SpotOn Teamwork
Xero
ZipRecruiter

Integrations

Asset-Map
ClearCompany
ClockShark
Co-Pilot
Homebase
Jobvite
Microsoft Teams
MoneyGuide
RightCapital
SAP SuccessFactors
Slack
SolarWinds Patch Manager
SolarWinds Server & Application Monitor
SolarWinds Virtualization Manager
SolarWinds Web Help Desk
SpotOn Teamwork
Xero
ZipRecruiter

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ADP

Founded

1949

Country

United States

Website

www.adp.com/what-we-offer/benefits/retirement/401k.aspx

Vendor Details

Company Name

Orion Advisor Technology

Founded

1999

Country

United States

Website

orionadvisortech.com

Product Features

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Alternatives

Alternatives