THE BLOG

23
Jul

Expand Your Fee Options with Asset Level Billing

When it comes to charging for advisory services, there are many different options. Flat, tiered, hourly, who’s to say what’s best? In this week’s Tech Tip, we’ll explore an additional method, Asset Level Billing.

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19
Jul

Simplification without Sacrifice: How the Right Tech Can Improve Your Efficiency and Your Client Relationships

Advisors trying to balance efficiency and scale with an exceptional client experience can find themselves inadvertently creating additional complexities. Learn how technology can help solve for them.

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16
Jul

Streamline Your Report Builder Organization

One of the most popular apps in Orion Connect, Report Builder can help you shine during client meetings! In this week’s Tech Tip, we’ll show you how to organize your folders so you can get to your most important data quickly.

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16
Jul

Schwab SOLUTIONS Is Coming to a City Near You — Don’t Miss Out

Orion is sponsoring 12 Schwab SOLUTIONS events in 12 cities across the country. Don’t miss your chance to learn critical ways you can use technology to improve your business.

The post Schwab SOLUTIONS Is Coming to a City Near You — Don’t Miss Out appeared first on Orion Advisor Services.

15
Jul

10 Insights for Advisors: Q&A with CLS President Rusty Vanneman

If you’re looking for fast answers to tough investment questions — like what to expect from the stock market for the remainder of the year, or the impact Trump’s tweets have on the market — you’ve come to the right place. President and CIO of CLS Investments, Rusty Vanneman, answers 10 of the top advisor...
12
Jul

The Future of Client Experience: Orion and Advizr

From Orion’s inception, our goal has been helping you operationalize your vision.  We focus our product development on tools that empower our advisors to demonstrate their value by providing an exceptional client experience. And as the digital world shifts, so do our advisors’ needs. Consistently innovating means staying connected to industry demands and looking to our advisors to determine what we can do better.  Here’s what we’ve learned: our advisors need to not only meet their clients’ expectations, but also to surpass them with a sleek, seamless, empowering experience: one that stands out in the financial industry. We heard from our advisors that they’re looking for: Opportunities to showcase their value Ways to demonstrate a connection between client goals and the investment strategies proposed to reach them Technology clients are excited to use that doesn’t cause extra advisor work  So we took that feedback and put it into action.  To turn our advisors’ challenges into opportunities and wins, we searched for a solution that would help us redefine the client experience. On July 11, 2019, we announced our acquisition of Advizr, Inc., a financial planning and client experience technology platform.  Why Financial Planning Offering a truly comprehensive client experience means...

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09
Jul

Expert Help at Every Turn

At Orion, we’re committed to helping you grow your business with access to innovative technologies and endless learning opportunities. In this week’s Tech Tip, we’ll highlight several ways to engage with Orion so we can help you on your journey to success.

The post Expert Help at Every Turn appeared first on Orion Advisor Services.

09
Jul

Expert Help at Every Turn

At Orion, we’re committed to helping you grow your business with access to innovative technologies and endless learning opportunities. In this week’s Tech Tip, we’ll highlight several ways to engage with Orion so we can help you on your journey to success.

The post Expert Help at Every Turn appeared first on Orion Advisor Services.

03
Jul

Four Ways to Light Up Your Client Conversations this 4th of July; No Fireworks Required

As we prepare to celebrate America’s independence, we at CLS are thankful for our independent advisors who help provide their clients with financial freedom by offering proper coaching and advice to stay invested for the long term. Before you head to the beach or fire up the grill this Independence Day, we’d like to remind...
02
Jul

Taking Advantage of the Orion Integrations Center

Partner integrations are a vital part of Orion’s technology offering. The ability to aggregate data from many different sources helps you save time and streamline your reporting process. In this week’s Tech Tip, we’ll look at the Orion Integrations Center, which provides quick facts about Orion partners and integrations support.

The post Taking Advantage of the Orion Integrations Center appeared first on Orion Advisor Services.