September 14, 2018

FUSE 2.0 — An Insider’s Report: Orion Re-imagines Their Hackathon with Great Success

A little over five years ago, I was delighted to be invited by Eric Clarke, the CEO of Orion Advisor Services, to serve as a judge […]
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 30, 2018

Complete Inbound Marketing Platform for Advisors Emerges as FMG Suite acquires Platinum Advisor Strategies and Marketing Pro

Most successful financial advisory firms I know are always looking for opportunities to grow their businesses. Historically, the vast majority of new business generated by advisors […]
August 28, 2018

Schwab Pivots on PortfolioConnect, Doubles Down on Custody Platform: PortfolioConnect to be Free for Assets Custodied at Schwab

After years of telling advisors that their next generation portfolio management product, PortfolioConnect would be multi-custodial, Schwab is abandoning that pledge. Furthermore, Andrew Salesky, Senior Vice […]
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 17, 2018

The Best Technology Event for Advisors that You’ve Never Heard Of

One of the best and most significant annual technology conferences for advisors is one that is not open to advisors: The TD Ameritrade Institutional Technology Summit. […]
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 […]
August 1, 2018

Going Mobile: How Every RIA Can Offer Clients a Customized Mobile App

Did you know that as of the first quarter of 2018, smartphone users had access to nearly 4 million apps on the GooglePlay Store and 2 […]
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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