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InterGen Data to Provide 'Predictive Life Event' Capabilities on Orion Advisor Platform

New integration will help financial advisors deliver the next generation of digital advice.

DALLAS, Oct. 9, 2018 /PRNewswire/ -- InterGen Data, Inc. (InterGen), an AI-driven technology company that helps financial services firms identify when their clients are likely to have an important life event occur – including what that event could be and how much of a financial impact it could represent – today announced a new integration with Orion Advisor Services (Orion), an industry-leading portfolio accounting solution provider for registered investment advisers.

"InterGen Data impressed the advisor community at Orion's 2018 FUSE competition by seamlessly linking their AI-powered planning tools with our platform, as well as their integration with Alexa smart speakers. They even won the 'Best Newcomers' award," said Brad Burgess, Orion's chief technology officer. "With the integration we are announcing today, advisers can incorporate InterGen's predictive data with Orion alerts and workflows, such as marketing campaigns, calendaring, and live advisor audio/video calls."

"This integration will deliver the next generation of digital advice," said Aaron Spradlin, CEO of cleverDome, a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information "under the Dome"TM (i.e