Orion Press Release Archive

August 10, 2017

Orion Integrates with Electronic Form Filling Solution Quik! 

June 27, 2017

Orion Announces Fourth Annual Fuse Conference

June 15, 2017

Orion Adds Moody’s Investors Service Bond Ratings

May 12, 2017

Orion Named Best Financial Advisor Platform in 2017 Benzinga Fintech Awards

April 11, 2017

Orion Advisor Services Launches Orion Social to Provide Advisors with Immediate Access to Training Resources and Advisor Peers

February 28, 2017

Dynamic Wealth Advisors Selects Orion to Power Its Back-Office Support and Wealth360 Platform for RIA Firms

February 16, 2017

Orion Launches Eclipse to Provide Advisors with Next-Gen Customizable Trading and Rebalancing Platform

January 31, 2017

TD Ameritrade Institutional and Orion Announce Integration of Veo Advanced Alerts and Orion Connect’s Notifications App

December 22, 2016

Orion Launches Industry’s First Fee-Benchmarking Tool

October 27, 2016

Orion Launches Interactive Advisor Training Program, Ascent

September 15, 2016

Orion Completes Third Annual Financial Advisor Technology Hackathon

September 14, 2016

Orion Simplifies Purchasing Top Financial Technology

May 5, 2016

Wealthbox CRM Announces Integration with Orion

May 3, 2016

Orion Launches Text Alert Platform for Advisors

April 12, 2016

Orion Integrates with FactSet’s Research and Analytics

March 23, 2016

Orion Integrates Gemini Alt’s Galaxy Plus Managed Account Platform

March 8, 2016

Orion Rolls Out Salesforce Financial Service Cloud Integration

February 16, 2016

Orion Now Available in Schwab OpenView Gateway Platform

February 4, 2016

Orion and Wealth Access Announce Platform Integration to Deliver Industry Leading Client Portal

December 17, 2015

Orion Launches Advisor Growth Engine “Orion Business Intelligence”

November 12, 2015

Orion Partners with WealthSite to Launch Orion Private Asset Platform

September 21, 2015

Jefferson National and Orion Partner to Provide RIAs and Fee-based Advisors with Seamless Platform for Tax-advantaged Investing

September 16, 2015

Orion Announces 17 New Tech Integrations at Fuse 2015

September 14, 2015

Orion and Wealth Access Integrate Platforms

August 12, 2015

Orion Integrates with Financial Planning Provider Advizr

August 5, 2015

Orion to Facilitate New Advisory Technology Advancements at 2nd Annual Fuse Conference

August 3, 2015

Orion Announces Its Inclusion in LPL Financial’s Newly Launched Vendor Affinity Program

June 17, 2015

Orion Advisor Services Partners with Turn-Key Asset Management Provider Bellatore Financial Inc.

April 22, 2015

Orion Advisor Services Partners with Jemstep to Deliver New Integrated Technology

March 16, 2015

Orion Now Provides Technology Infrastructure for Over $200 Billion of Independent Financial Advisor Assets

February 9, 2015

TA Associates to Acquire Majority Interest in NorthStar

January 12, 2015

Orion Celebrates Fifteen Years of Serving Advisors with Record Growth

December 18, 2014

Orion Awarded Technology Tools for Today’s Bleeding Edge Firm Award

October 14, 2014

Orion Advisor Services, LLC Incorporates Laser App Anywhere to Enhance Mobile Technology

October 7, 2014

Orion & HiddenLevers Complete Integration During Fuse Hackathon

September 9, 2014

Orion Hosts Inaugural Fuse Weekend Conference for Financial Services Software Developers

July 22, 2014

Orion restructures Sales Team and Appoints Ryan Donovan as VP of Business Development

July 15, 2014

Orion And Junxure Partner To Create Fully Integrated CRM/Portfolio Management Platform

May 14, 2014

PDS Planning Chooses Orion’s Sleeve-Level Open Architecture Trading Platform

May 1, 2014

Orion Client Portal Goes Open Source

March 25, 2014

Orion Advisor Services, LLC and Total Rebalance Expert (TRX) Form Joint Venture

May 11, 2017

Orion Announces Inaugural Ascent 2017 Conference

February 6, 2014

Advisor Software, Inc. And Orion Advisor Services, LLC Integrate Apps

January 28, 2014

New Orion App Revolutionizes Client Reports