September 13, 2018

Carson Group Forms Strategic Relationship with Barron’s and Creighton University’s Heider College of Business

Carson Group, a family of companies committed delivering trusted financial advice, announced the launch of a partnership with financial publication Barron’s and Creighton University to help educate the […]
September 12, 2018

SS&C’s Black Diamond® Wealth Platform Now Integrated with LifeYield’s Taxficient Score™

LifeYield, LLC, a tax-smart, risk-smart household-level portfolio management software, announced an integration with SS&C’s Black Diamond® Wealth Platform. LifeYield’s proprietary Taxficient Score™ and suite of Proposal […]
September 4, 2018

Advyzon Helps with GIPS® Compliance, Streamlines Composite Reporting Process for Advisors

Advyzon, an industry-leading, cloud-based financial advisor technology platform, announced the addition of enhanced composite reporting capabilities. These new features will enable advisors to easily demonstrate the […]
August 31, 2018

Orion and Asset-Map Integrations Provides Informative Snapshot of Financial Landscape

A new integration between Orion and Asset-Map is designed to bring advisors closer to a fully integrated meeting experience, where clients can see their full financial […]
August 27, 2018

FinMason Touts Five-Minute Financial Plan™; Will Power Native Monte Carlo Capabilities on Orion Platform

FinMason, a fintech firm operating one of the largest investment analytics platforms in the world, and Orion Advisor Services, LLC (“Orion”), a portfolio management solution provider […]
August 16, 2018

FinMason Continues International Expansion, Adds Euro Currency Product

FinMason, an award-winning investment analytics company, announced that they are rolling out a Euro-denominated version of their investment analytics platform. This enhancement marks a continuation of […]
July 31, 2018

Allianz Life and Orion Advisor Services Partner to Bring Annuities to the Platform

Allianz Life Insurance Company of North America announced that it is partnering with Orion Advisor Services, LLC (Orion), a top portfolio management solution provider for registered investment advisors. […]
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