On the final day of Ascent, we brought our two major conferences–Fuse 2018 & Ascent 2018–together as advisors watched presentations from our integration partners and then got to vote for their favorite. Check out the Fuse Best-in-Show winner in today’s post.
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.
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.
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.
Knowing where your data ends up is a big deal, not just to your clients but also to your firm. The ultimate responsibility for data security may be defined in the small print of contracts with third-parties, but what can be done? Eric Clarke, Orion’s CEO discusses where to start.
Orion’s direct-indexing tool for Advisor Strategy and Tax Return Optimization (“ASTRO”) will become available to all financial advisors on the Orion platform on March 1, 2018.
Trading for advisors is now faster and easier than ever. Execute trades from wherever the Orion Insight app is installed, including your CRM.