THE BLOG

05
Aug

What to Expect When You’re Expecting an Implementation

Choosing the right leader, knowing your data, and more are all critical parts of what financial advisors need to know about technology implementation. Get the full story here before you choose a new solution.

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25
Jul

Audits Happen. Here’s What You Need to Know.

Do you know the top five most common exam deficiencies for RIA firms? Click here to find out what they are and how you can prevent common mistakes.

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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.

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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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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...

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02
May

The Data Query Time Saver You Probably Aren’t Using

Did you know the Orion platform lets you set up scheduled data queries? Learn how you can save time and stay on top of compliance reporting with our scheduling tool.

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30
Apr

How Orion Stacks Up to the Competition

We’re excited to say that the T3 2018 Tech Trends survey shows that Orion not only stacks up well to the competition — we regularly surpass them! Check out the infographic for more details about why Orion is the right choice to be your portfolio management technology.

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24
Apr

Orion Founder and CEO Honored as One of Industry’s Most Innovative

Orion’s founder and CEO, Eric Clarke, has been named an InvestmentNews 2019 Innovator. Read more to see how Eric’s influence has shaped advisor technology over the years.

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11
Apr

NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team

NorthStar Financial Services Group, LLC, the parent company of Orion Advisor Services, FTJ FundChoice, LLC, CLS Investments, LLC, and Constellation Trust Company, announced today that it will be renamed Orion Advisor Solutions and unify its subsidiaries under the Orion brand identity. The initiative enables the company to deliver a more robust and connected advisor experience featuring best-in-class technology and investment flexibility.

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04
Mar

PortfolioCenter Users: Here’s What It’s Like Being an Orion Client

Every firm needs ongoing support and innovative technology to support its goals. Read today’s blog to see what kind of technology expectations financial advisors should have of their your technology partners.

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