Evolve4Advisor
Evolve4Advisor Team Information
Evolve4Advisor Web Portal: power.mutual.group Company Website: https://www.mutual.group/ Orion: Login (orionadvisor.com) OR clicking the rocketship under the Evolve Portal Email: DirectBusiness@mutual.group Evolve Hotline: 805-702-7222 Tech Number: ...
Orion- How to See Client Information
This article shows how to view client account information in Orion. Keep in mind that any account that does not have a download source, i.e., life insurance, will not show assets or transaction data. Getting Started: Finding Accounts: The left-hand ...
Orion - Report Queries
This is how to run reports in Orion for your firm's use. Please keep in mind, not all download sources for accounts download on a daily basis so some figures may be off. 1. On the left hand side, click on 'All Applications' section, then click ...
NAP-RAP Letter
NEW ACCOUNT PROFILE (NAP): When an account is transferred to the Mutual Group (The Evolve4Advisor Program), the client will receive either an encrypted email or a mailed document. This document is called the New Account Profile (NAP) and is required ...
Evolve4Advisor Client Portal Login Instructions
1. Go to https://power.mutual.group/ 2. Enter your email address a. If email is hosted with Microsoft O365: i. You will be prompted to enter the password you use to access your email for your organization ii. You will then be required to setup ...
DocuSign Requirements
As of April 20, 2025, any DocuSign on Mutual's paperwork will require Knowledge-Based Authentication (KBA authentication) to be shown as passed on the Certification of Completion pages. Knowledge-Based Authentication (KBA) verifies a client's ...