THE BLOG

24
Jun

Orion with Fidelity Clearing & Custody Solutions®: A Collaboration Built for Growth

In all aspects of life and business, we believe success is driven in large part by those you surround yourself with. At Orion, we embrace the power of strong relationships. We believe that in order to offer the best products and services to advisors, we must align ourselves with some of the best CRM, financial planning, and custodial systems in the industry. One of our strongest relationships is with Fidelity Clearing & Custody Solutions (FCCS). By working with FCCS, we’ve been able to give advisors access to comprehensive brokerage and investment product solutions. And now, upcoming enhancements and a unique industry event are giving us a lot of reasons to be excited about the future, helping to lead advisors to greater success. What we’re looking forward to We plan to build on the already powerful collaboration between Orion and FCCS in 2019. One of the exciting enhancements we’re working on is a new FCCS Digital Account Opening tool. Once available, advisors will be able to open new Fidelity accounts in just minutes. Also, this new enhancement will help reduce the amount of paperwork needed when opening FCCS accounts. Another upcoming feature of our collaboration with FCCS is a real-time data...

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08
Jan

The Latest Practice to be Disrupted: Family Office Consultation

Eric Clarke — Financial Planning Don’t look now, but family office client consultation is moving downmarket. Specifically, the boardroom meeting uniting the client’s advice team is becoming commonplace. This is an opportunity for the client in one setting to meet with their advisor, accountant, estate attorney, insurance agent and other stewards to make sure that they...