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
February 28, 2017
February 16, 2017
January 31, 2017
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
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
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
