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
This post is the final entry in a three-part series between Orion President Eric Clarke and Ric Edelman, chairman and CEO of Edelman Financial Services.
The launch of Discover by Orion provides another solid tool for your firm to grow your business. In addition to the sales and marketing strategies your firm is already using, embedding Discover on your website gives you another channel to find and validate potential new clients without increasing your staff or budget.
Firm’s Infrastructure Meets Highest Security Standards in the Industry
OMAHA, Neb., Sept. 30, 2013 /PRNewswire/ — Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider, recently completed an independent audit in accordance with the global security certification standards outlined by the ISO/IEC 27001:2005 report (“ISO 27001”). An ISO 27001 certification is recognized as the highest security standard in the technology industry, verifying that an organization possesses the required internal controls to operate, monitor and maintain an information security management system (“ISMS”) that meets international guidelines.
Ah, automation – it hopefully brings a smile to anyone who has more Work than Time.
Introducing Scheduled Scrubs and Scrub Alerts – Improve your efficiency and save time! Orion runs scheduled scrubs for you and alerts you when they are ready for review. Orion can schedule and generate the data queries that you run daily – great for your Operations Team – or run periodically – great for your Compliance Supervision Team. Now go take a long lunch with an old friend, we got this…