Category: Integrations

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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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.

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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!

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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...

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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.

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29
May

Put Your Data Into Action: HiddenLevers + Orion Empower Firm-Level Insight with a New Business Intelligence Integration Enhancement

Is your business’s data meaningful, or just overwhelming? Learn how you can gain firm-level insights with our latest integration enhancement from HiddenLevers.

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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.

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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.

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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.

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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.

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