At Orion, meeting the shifting needs of our client base in 2018 wouldn’t have been possible without the proven processes we follow and our best-in-class technology produced by the growing team following an inspired purpose. So, as we embark on the new year ahead, I’d like to share some of the most exciting moments and memories from 2018!
Here are just a few reasons why Ascent 2018, held September 5-7 in Miami Beach is one event you won’t want to miss.
We’re excited to announce that our parent company, NorthStar Financial Services Group, will acquire FTJ FundChoice. Find out how the synergies created between our firms will help Orion enhance the capabilities of our trading platform.
“The More You Know” was a public service announcement campaign that began in the late 1980s to enhance awareness about a number of issues. You might remember its logo as a comet trail star.
Orion is unveiling more technology to give your Operations Team “more to know” and allow you greater insight into your data than ever before.
Technological progress has a way of making life easier. Fifty years ago, listening to music meant getting out a vinyl album and the record player; twenty years ago, it meant sliding a cassette into a Walkman; today, it means tapping the screen of your iPod. The ability to change a song or artist has been fundamentally changed; what was once a somewhat lengthy process has been reduced to something that takes only seconds.
Choose Your Own Adventure was a popular book series in the 1980s and 1990s—maybe you remember reading them, or remember your children reading them. In the books, the reader could choose the direction of the story based on multiple choices at the end of each chapter. In Orion Advisor Desktop, the number of options presented to you when setting up and maintaining new accounts could be described as a Choose Your Own Adventure type of situation…except without the joy of adventure.
Most clients want to see their full financial picture in one place, but some may be leery about giving you the keys to all their financial accounts, specifically the ones you don’t manage. Before the new client portal, you did not have many choices to easily remedy that type of situation for your client.
The launch of Discover by Orion provides another solid tool for your firm to grow your business. In addition to the sales and marketing strategies your firm is already using, embedding Discover on your website gives you another channel to find and validate potential new clients without increasing your staff or budget.