Asset-Map’s Steve Ambuul discusses how advisors who want to stay relevant and deliver a value proposition that’s unique, (and uniquely human) can run their meetings so that they and their clients can continuously visualize, prioritize, and optimize their financial picture with Asset-Map.
Did you know that it costs five times as much to acquire a new client than to retain an existing one? According to the Harvard Business Review, your resources are well spent working not just to gain new clients, but to better satisfy the clients you have.
We’re upgrading our phone service provider to give us more flexibility in how we support advisors and create a superior Orion communication experience.
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.
It’s finally time for the 2017 T3 Advisor Conference, and that means we’re pulling the veil off Eclipse this week. Follow the #T32017 hashtag on Twitter, our Twitter account, or the official T3 Twitter account for updates as CEO Eric Clarke presents Eclipse from 1:55 to 2:35 PST on February 16. But before we get to that, catch up on the #WhatIsEclipse teaser commercials now:
Best New Financial Planning Integration – Everplans (new business and retentions) Best Custodial Integration – LPL Best Bang for Your Buck – Redtail Best OpenSource Contribution – Redtail Best User Interface – AdvisoryWorld – (data visualization) Best Business Intelligence Development – Sisense Best Use of the API – WealthAccess Best New CRM Integration – LaserApp Best Work Saving Development for Advisors – Orchestrate Best True Hackathon Development – Salentica Burning the Midnight Oil – Riskalyze Best Newcomer Award – CAIS Best New Trading Integration – FixFlyer Best in Show – Ria in a Box Best Concept – Junxure Best Swag – Salentica
Todd Clarke of CLS Investments, LLC and Eric Clarke of Orion Advisor Services discuss the threats financial advisors face, the needs of educated investors and how advisors can continue to succeed in a changing marketplace.
A new Internet vulnerability called POODLE potentially allows access to information that is being sent to a website using SSL 3.0. This information can then be used to exploit systems or sites users interact with. In general, this vulnerability affects only old versions of Internet browsers, like Internet Explorer 6. Less than .5% of the connections to Orion come in on SSL 3.0, so this security vulnerability does not affect the vast majority of Orion clients. Orion Action: Orion will be disabling an old version of SSL called SSL 3.0 to protect our customer data from the recently discovered POODLE security vulnerability. This change will happen at 10:00 PM CST on 10/20/2014. Advisor Action: Advisors using older browsers, like Internet Explorer 6 or older, will need to upgrade to a more current browser to continue accessing the Orion systems. Newer browsers use an encryption method called Transport Layer Security (TLS), which will remain active. 0539-OAS-10/20/2014