Category: Integrations

21
May

It’s All About Presentation: Improve Yours with Orion and Asset-Map

Are your presentations capturing your clients’ attention — and their understanding? Learn how Orion and Asset-Map can help you deliver information in a way that improves advisor-client conversations and relationships.

The post It’s All About Presentation: Improve Yours with Orion and Asset-Map appeared first on Orion Advisor Services.

17
May

Power Your Firm’s Growth with Practifi’s Integrated Industry Solution

Do you have all the information you need to make the best financial recommendations for your clients? Practifi and Orion have joined forces to make sure you do.

The post Power Your Firm’s Growth with Practifi’s Integrated Industry Solution appeared first on Orion Advisor Services.

13
May

Orion and Junxure: Saving Advisors from Wasted Time and Costly Errors

Orion and Junxure have joined forces to improve day-to-day operations for advisors with a seamless flow of data between the two systems. Learn more now.

The post Orion and Junxure: Saving Advisors from Wasted Time and Costly Errors appeared first on Orion Advisor Services.

02
May

Open New Accounts in Minutes With Orion’s Latest TD Ameritrade Integration Enhancements

Long-time partners Orion and TD Ameritrade are announcing the release of a new enhancement to their current integrations that will opening accounts easier and more streamlined. Learn more about TD Ameritrade Institutional’s Veo® Account Opening Wizard Integration.

The post Open New Accounts in Minutes With Orion’s Latest TD Ameritrade Integration Enhancements appeared first on Orion Advisor Services.

08
Apr

Estate Planning Isn’t Just for the Wealthy: Help Your Clients Build a Legacy

While everyone knows how important financial planning is, understanding how estate planning fits into the financial planning conversation can sometimes be overlooked. But with an estimated $30 trillion dollars changing hands in the U.S. over the next decade — the largest wealth transfer in history —  now is the perfect time to start talking about estate planning with your clients and to get the right tech in place to manage your estate planning needs. Your clients rely on you to guide them through their finances for every stage of life from the income-earning years, through major life events, and into retirement. They might not realize they need help planning their legacy too. It can be difficult for clients to talk about what happens after their death. But with the help of a trusted advisor like you to facilitate the conversation, they can determine the best steps to take now to prepare for what happens after they’re gone. Estate Planning: Not Just for the HNW One common misconception surrounding estate planning is that potential clients don’t have enough assets to have to worry about estate planning. But just as the importance of financial planning has become a common household understanding, so...

The post Estate Planning Isn’t Just for the Wealthy: Help Your Clients Build a Legacy appeared first on Orion Advisor Services.

15
Mar

Let Orion Take the Luck Out of Vetting Your New Advisor Tech

In all of the hustle and bustle of the holiday season, let Orion’s holiday wish list make shopping for your business simple this year!

The post Let Orion Take the Luck Out of Vetting Your New Advisor Tech appeared first on Orion Advisor Services.

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!

The post Streamline Your CRM with Orion’s Salesforce Integration Enhancements appeared first on Orion Advisor Services.

07
Jan

The Latest Practice to be Disrupted: Family Office Consultation

Why should you care about the culture of the firms that provide your advisory practice’s technology? As long as your tech stack does what you need it to do, everything else is immaterial, right? Not quite. Read more of our CEO Eric Clarke's thoughts on why you and your technology partners need to evolve in the same direction toward a shared vision for the future. 

The post The Latest Practice to be Disrupted: Family Office Consultation appeared first on Orion Advisor Services.

11
Sep

FUSE 2018 Award Winners and Integration Advancements

We’ve got all the integration advancements and award winners from FUSE 2018 in one post so you can catch up on all the ways Orion and its partners are enhancing their collaborative tools to help you.

The post FUSE 2018 Award Winners and Integration Advancements appeared first on Orion Advisor Services.

02
May

Integration Update: CRM Simplified with Orion + Salesforce Enhancements

We’ve updated our integration so you can now use Orion Connect in Salesforce Lightning. This update brings new enhancements including the ability to use Orion’s Insight app in your Salesforce account.

The post Integration Update: CRM Simplified with Orion + Salesforce Enhancements appeared first on Orion Advisor Services.