Orion is sponsoring 12 Schwab SOLUTIONS events in 12 cities across the country. Don’t miss your chance to learn critical ways you can use technology to improve your business.
Ascent 2019 is off to a great start — taking our team of Subject Matter Experts to Atlanta, Georgia, Scottsdale, Arizona, and Chicago, Illinois. Check out the highlights so far from our time on the road and a preview of what to expect as we continue to bring our innovative technology to a location near you.
Did you know the Orion platform lets you set up scheduled data queries? Learn how you can save time and stay on top of compliance reporting with our scheduling tool.
We’re excited to say that the T3 2018 Tech Trends survey shows that Orion not only stacks up well to the competition — we regularly surpass them! Check out the infographic for more details about why Orion is the right choice to be your portfolio management technology.
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.
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.
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!
This year, we’re innovating our game plan, joining forces with our amazing integration partners and bringing Ascent 2019, our renowned user conference to a city near you! Check out everything you can expect from this year’s events all geared towards helping advisors — both existing platform users and those looking to leverage new technology — learn how to “Innovate on the Fundamentals.”
We talked with three advisors to find out why it is important for financial advisors to follow the same advice that they give to clients. Here’s what they had to say about aligning the advice you give with your attitudes about your own wealth.