As a breakaway advisor, one of the biggest decisions you’re likely facing is evaluating and choosing the best advisor technology to suit your needs. This process doesn’t have to be difficult—and you don’t have to do it alone. Check out our 5 tips for getting started in today’s blog post:
Orion’s CEO, Eric Clarke, writes in Financial Planning Magazine, that advisors will struggle to stand out if they all use the same bundled tech stacks with the same reporting and portfolios. Read more of Eric’s advice on choosing technology to best fit your business model.
Keep your clients on track by monitoring required minimum distributions with the Required Minimum Distributions (RMD) dashboard app from Orion.
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.
We’re upgrading our phone service provider to give us more flexibility in how we support advisors and create a superior Orion communication experience.
Get your Alternative Investment Platform questions answered in today’s post, and learn how simple it can be to track and report on alternatives in Orion.
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.