THE BLOG

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.

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.

13
May

Orion and Junxure: Saving Advisors from Wasted Time and Costly Errors

Orion and Junxure have joined forces to improve day-to-day operations for advisors with a seamless flow of data between the two systems. Learn more now.

The post Orion and Junxure: Saving Advisors from Wasted Time and Costly Errors appeared first on Orion Advisor Services.

02
May

Open New Accounts in Minutes With Orion’s Latest TD Ameritrade Integration Enhancements

Long-time partners Orion and TD Ameritrade are announcing the release of a new enhancement to their current integrations that will opening accounts easier and more streamlined. Learn more about TD Ameritrade Institutional’s Veo® Account Opening Wizard Integration.

The post Open New Accounts in Minutes With Orion’s Latest TD Ameritrade Integration Enhancements appeared first on Orion Advisor Services.

08
Apr

Estate Planning Isn’t Just for the Wealthy: Help Your Clients Build a Legacy

While everyone knows how important financial planning is, understanding how estate planning fits into the financial planning conversation can sometimes be overlooked. But with an estimated $30 trillion dollars changing hands in the U.S. over the next decade — the largest wealth transfer in history —  now is the perfect time to start talking about estate planning with your clients and to get the right tech in place to manage your estate planning needs. Your clients rely on you to guide them through their finances for every stage of life from the income-earning years, through major life events, and into retirement. They might not realize they need help planning their legacy too. It can be difficult for clients to talk about what happens after their death. But with the help of a trusted advisor like you to facilitate the conversation, they can determine the best steps to take now to prepare for what happens after they’re gone. Estate Planning: Not Just for the HNW One common misconception surrounding estate planning is that potential clients don’t have enough assets to have to worry about estate planning. But just as the importance of financial planning has become a common household understanding, so...

The post Estate Planning Isn’t Just for the Wealthy: Help Your Clients Build a Legacy appeared first on Orion Advisor Services.