February 29, 2020 may feel like a long way away from today, but configuring your Orion billing settings now to ensure you’re billing for only 365 days could save you time and confusion. Find out how!
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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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For an advisor, payday is typically preceded by a serious amount of administrative workload, and equal amounts of stress. See how going paperless can help reduce the challenges of your quarterly bill run while improving the client experience.
In this week’s Tech Tip, we’ll look at how enabling the Fee Auto Post option can help you streamline your billing process, avoid advisory fee delays, and ultimately get you paid sooner!
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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.
The post NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team appeared first on Orion Advisor Services.