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...

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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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20
Feb

Streamline Your CRM with Orion’s Salesforce Integration Enhancements

At Orion, we're constantly looking for new ways to enhance your business. Check out our latest effort to simplify and streamline your CRM capabilities with our Salesforce integration enhancements!

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14
Feb

Innovate on the Fundamental’s at Ascent 2019 On the Road

This year, we’re innovating our game plan, joining forces with our amazing integration partners and bringing Ascent 2019, our renowned user conference to a city near you! Check out everything you can expect from this year's events all geared towards helping advisors — both existing platform users and those looking to leverage new technology — learn how to “Innovate on the Fundamentals.”

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07
Feb

Why It’s Important for Financial Advisors to Listen to Their Own Advice

Would you go to a physician who didn’t have the confidence to diagnose themselves with the common cold? Would you eat at a restaurant (even if it had a few Michelin stars) if the chef refused to eat his or her own cooking? If you said “no” to either one of those questions, then maybe it’s time to ask yourself a third question—and this one’s a little more personal: Should you  expect clients  to listen to your advice if you don’t follow the same guidelines and practices that you  recommend for them? We talked to three advisors to understand their view on why it is important for financial advisors to follow the same advice that they give to clients. Here’s what they told us… Invest with Your Clients A common theme was that advisors should invest alongside their clients—in the same assets, same portfolios, and same strategies. “We are big believers in taking our own advice at Warren Street Wealth,” said Founding Partner and CIO, Blake Street. “We invest directly alongside our clients, which helps us stay in-tune with the sentiment they experience since our DNA is not much different than theirs.” While Street’s firm is in California, another advisor...

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25
Jan

These are the Business Boogeymen That Keep Advisors Up at Night

From cybersecurity to unknown client expectations, advisors have a lot to handle. Orion Advisors discussed their main concerns to give you an idea of how to best handle them.

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