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Newsletter Intro

Laying the Foundation for Success

By | Newsletter Intro

The turning over of the calendar brings with it a fresh sense of purpose and new opportunities for capturing attention. You likely have set a number of new goals for yourself and your business. In this month’s Efficient Advisor, we focus on a few new ways Orion intends to help you reach those goals in 2015.

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Wrapping Up Without Slowing Down

By | Newsletter Intro

The holiday season is in full swing. For many people, this time involves taking some time to relax and enjoy some much needed downtime to gear up for another successful year ahead. Instead of taking time to enjoy our past success, however, we’re not slowing down at all.

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Enhancing the User Experience

By | Newsletter Intro

While the weather changes from the heat of summer into the cooler evenings of autumn, our focus this month is not so much on change but on increasing the benefits of existing technology. Building on and fine tuning the software you use every day is something Orion is always working on because we challenge ourselves to make your experience continually better.

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Giving a Boost to Innovation

By | Newsletter, Newsletter Intro

We recently wrapped up our first Fuse conference, and what a weekend it was! Over 50 participants from more than 15 companies attended the three day event that was focused solely around developers from some of the best financial services software companies getting together and creating better technology for advisors.

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Turning Necessary Workflows into Enjoyable Experiences

By | Newsletter Intro

With every new development project we undertake, we start by asking one question: how will this advancement solve a problem for our advisors? One of the major pain points experienced by advisors is adding and maintaining new accounts. It’s 2014–why is it so difficult to add accounts to a system made for accounts?! We believe that account addition should be simple.

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