In this week’s Tech Tip, we’ll look at how enabling the Fee Auto Post option can help you streamline your billing process, avoid advisory fee delays, and ultimately get you paid sooner!
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.
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…
In this week’s Tech Tip, we’ll explore how Orion’s ADV Dashboard can simplify your AUM reporting process, saving you time when filing your ADV, so you can get back to strengthening your client relationships and growing your business!
Orion’s turnkey Compliance solution for RIA firms and financial advisors has been named the winner of the Family Wealth Report Awards’ Compliance category.
In this week’s Tech Tip we’ll discuss how to view a client’s risk statistics within the Performance Viewer app and how you can make adjustments to keep your client on track to meet their long-term financial goals.
The Orion ASTRO platform helps firms create custom SMA portfolios in an efficient and scalable way. Read more to see how you can automate your portfolio construction.
Check out a few of the latest “lucky charms” from Orion, designed to simplify the complexities of running your business — no four-leaf clover or lucky horseshoe required!