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…
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!
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!
Why should you care about the culture of the firms that provide your advisory practice’s technology? As long as your tech stack does what you need it to do, everything else is immaterial, right? Not quite. Read more of our CEO Eric Clarke’s thoughts on why you and your technology partners need to evolve in the same direction toward a shared vision for the future.
We’ve got all the integration advancements and award winners from FUSE 2018 in one post so you can catch up on all the ways Orion and its partners are enhancing their collaborative tools to help you.
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.
The new LexisNexis integration screens client information against the prohibited person and prohibited entity lists that are published by the US Treasury’s Office of Foreign Assets Control (OFAC) and the Commerce Department.
We’ve updated the Orion integration with Riskalyze. Check out the post for more on how this enhancement affects you.