NorthStar Blog

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.

02
Jul

Preparing for Your Independence Day

Breaking away from an IBD or wirehouse can be overwhelming, but it doesn’t have to be. Learn how to leverage the right technology to support your independence.

The post Preparing for Your Independence Day appeared first on Orion Advisor Services.

28
Jun

Prepare Your Clients for Unforeseen Healthcare Costs in Retirement with Orion and Genivity

One of the leading causes of bankruptcy in retirement is unforeseen healthcare costs. Orion’s new integration with Genivity gives you the tools to offer your clients personalized and accurate longevity planning.

The post Prepare Your Clients for Unforeseen Healthcare Costs in Retirement with Orion and Genivity appeared first on Orion Advisor Services.

27
Jun

Orion and Schwab Announce Launch of New Digital Account Open Tool at Ascent on the Road

Save time and reduce the potential for costly errors with the new Digital Account Open workflow from Orion and Schwab. Read our blog to learn more about the integration!

The post Orion and Schwab Announce Launch of New Digital Account Open Tool at Ascent on the Road appeared first on Orion Advisor Services.

26
Jun

Tell a Better Story with Orion’s Insight App

Do your clients take an active, engaged role in their financial futures? Learn how you can use Insight, Orion’s dynamic client presentation app, to improve their experience and increase engagement.

The post Tell a Better Story with Orion’s Insight App appeared first on Orion Advisor Services.

25
Jun

Making the Case: 3 Tips for Better InvestingValue – How Long to Wait | How CLS Does It | Forward Returns From Here

By: Case Eichenberger, CIMA®, Senior Client Portfolio Manager In this week’s Making the Case, I address value stocks. Particularly, U.S. value stocks. Value stocks trade at a discount relative to the market, but occasionally they trade at very deep discounts. Investors typically expect to be compensated for the extra risk with these stocks, which tend...
25
Jun

Changing Account Numbers in Portfolio Audit

When you need help, you can trust Orion’s team of experts to provide solutions and get you up and running quickly. But, there are many situations where you can save time by making a change yourself. In this week’s Tech Tip, we’ll show you how to change an account number within the Portfolio Audit app.

The post Changing Account Numbers in Portfolio Audit appeared first on Orion Advisor Services.

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...

The post Orion with Fidelity Clearing & Custody Solutions®: A Collaboration Built for Growth appeared first on Orion Advisor Services.

21
Jun

Orion and Redtail Empower Client Relationships with a Deeper Integration

Errors in your CRM can disrupt client relationships and cost you valuable time. Learn how Orion’s enhanced integration with Redtail helps you strengthen those relationships while streamlining your back-end operations.

The post Orion and Redtail Empower Client Relationships with a Deeper Integration appeared first on Orion Advisor Services.