Category: Client Experience

05
Aug

Three Reasons You’ll Love the New Two-Way Data Sync Between Orion and Redtail

Orion and Redtail have improved their already-robust integration with a new two-way data sync. Learn three ways the update can make a big impact on your firm.

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19
Jul

Simplification without Sacrifice: How the Right Tech Can Improve Your Efficiency and Your Client Relationships

Advisors trying to balance efficiency and scale with an exceptional client experience can find themselves inadvertently creating additional complexities. Learn how technology can help solve for them.

The post Simplification without Sacrifice: How the Right Tech Can Improve Your Efficiency and Your Client Relationships appeared first on Orion Advisor Services.

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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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.

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.

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15
Nov

Tech Tip Thursday: Show the Best Performance Calculation Method for Your Clients

Learn how to change the performance calculation method displayed in the Client Portal and display the performance calculation method that makes the most sense for your clients.

The post Tech Tip Thursday: Show the Best Performance Calculation Method for Your Clients appeared first on Orion Advisor Services.