THE BLOG

31
May

What You’ve Missed at Ascent 2019 So Far

So far, Ascent 2019 On the Road has taken the Orion team of Subject Matter Experts to Atlanta, Georgia, Scottsdale, Arizona, and Chicago, Illinois. All three events were filled with eye-opening tech training, invaluable networking opportunities, and one-on-one consultations! While Ascent 2019 is just getting started, we wanted to take some time to say “thank you” to all of our clients and prospects who helped make these first events a big success. Here are some of the highlights of our events to date: Atlanta Ascent 2019 started off with a bang at our inaugural event in Atlanta where we partnered with Redtail. 100+ clients and prospect joined us as we looked back at how our longstanding relationship with Redtail has helped advisors streamline their practices and allowed them to focus on client experience. Attendees were inspired by the keynote session given by Terry Jones, founder of Travelocity.com, chairman of Kayak.com, and Chief Information Officer at American Airlines/Sabre. Jones reflected on his extensive experience to show advisors how to build a culture of innovation and how to do more with less. The first day of Ascent ended with an unforgettable tour of Atlanta’s state-of-the-art Mercedes Benz Stadium. Attendees enjoyed a photo...

The post What You’ve Missed at Ascent 2019 So Far appeared first on Orion Advisor Services.

30
May

No More Phishing Around: Why Vendor Risk Management is Critical to Keeping Your Firm Protected

Good data security practices for financial advisors are more important than ever, and so are the security controls that their vendors have in place. Here are some things to keep in mind as you evaluate your vendors.

The post No More Phishing Around: Why Vendor Risk Management is Critical to Keeping Your Firm Protected appeared first on Orion Advisor Services.

29
May

Put Your Data Into Action: HiddenLevers + Orion Empower Firm-Level Insight with a New Business Intelligence Integration Enhancement

Is your business’s data meaningful, or just overwhelming? Learn how you can gain firm-level insights with our latest integration enhancement from HiddenLevers.

The post Put Your Data Into Action: HiddenLevers + Orion Empower Firm-Level Insight with a New Business Intelligence Integration Enhancement appeared first on Orion Advisor Services.

28
May

Sharing Case Messages with Additional Contacts

At Orion, we believe in having complete transparency with our advisors, which is why all open support cases are available for you to track in the Orion Support app. In this week’s Tech Tip, we’ll explore Orion’s communication process for support cases, and how you can securely share case messages with a third-party.

The post Sharing Case Messages with Additional Contacts appeared first on Orion Advisor Services.

21
May

Reconciling Billing Audit Files

In this week’s Tech Tip, we’ll look at the Billing Reconciliation process and some of the files you’ll need to make sure your clients are being billed correctly.

The post Reconciling Billing Audit Files appeared first on Orion Advisor Services.

21
May

It’s All About Presentation: Improve Yours with Orion and Asset-Map

Are your presentations capturing your clients’ attention — and their understanding? Learn how Orion and Asset-Map can help you deliver information in a way that improves advisor-client conversations and relationships.

The post It’s All About Presentation: Improve Yours with Orion and Asset-Map appeared first on Orion Advisor Services.

17
May

Power Your Firm’s Growth with Practifi’s Integrated Industry Solution

Do you have all the information you need to make the best financial recommendations for your clients? Practifi and Orion have joined forces to make sure you do.

The post Power Your Firm’s Growth with Practifi’s Integrated Industry Solution appeared first on Orion Advisor Services.

16
May

Streamlining Alternative Investment Management with Orion’s AIP

Maintaining alternative investments can be a hassle for advisors, but it doesn’t have to be. Learn how to generate accurate, holistic investment reports with Orion’s Alternative Investment Platform.

The post Streamlining Alternative Investment Management with Orion’s AIP appeared first on Orion Advisor Services.

14
May

May 2019 Software Update: Full Release Notes

In today’s post, we’re serving up the full details around Orion’s May 2019 Full Software Release.

The post May 2019 Software Update: Full Release Notes appeared first on Orion Advisor Services.

14
May

Direct Disruption

Content Provided by Shana Sissel, CAIA – Portfolio Manager Change is coming to the ETF marketplace. ETFs once seemed unstoppable as industry trends evolved from closed-end products to mutual funds to ETFs. But the evolution isn’t over yet. Now, while the industry continues to rake in an impressive $1 billion each day, some ETF players...