Portfolio Audit App

The Portfolio Audit application offers visibility and a vast overview of your client’s households, registrations, and accounts. Overall, it is a beneficial management tool for advisors to organize their client's data. Portfolio Audit enables advisors to review assets and transactional data on a household and account level. It also offers advisors the ability to organize data and account information as it best suits the advisors needs. In addition, the application offers the ability to run a one-off reports, launch connected integrations and other applications in Orion such as the Client Portal.