Presented by
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.
Speakers
SVP of Strategic Relationships
Orion
CEO and Founder
Asset-Map
VP of Enterprise Sales
Wealthbox
“With each integration we develop at Orion, the purpose remains the same: to increase efficiency and information accessibility for advisors to better serve their clients. Wealthbox shares this vision, and we're thrilled to be working with their team and advanced CRM technology.”
Eric Clarke
CEO of Orion
