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.
Read the latest news about Orion’s data partnership with Jefferson National.
Orion will host its second annual Fuse conference for financial technology developers. The event will again take place in Park City, Utah, in September.
Orion Advisor Services is excited to announce its inclusion in the recently launched Vendor Affinity Program by LPL Financial LLC.
Orion has partnered with Navatar to deliver a fully integrated CRM user experience for the advisory community. Navatar One, Navatar’s cloud solution for advisors, offers direct access to the Orion Connect portfolio management application; this integration enables advisors to utilize the interaction capabilities of Navatar One and the reporting power of Orion’s portfolio management tools, all from the comfort of Navatar One. Read the full press release here Sign up for an event to see how the new integration making prep for and running client meetings easier