April 3, 2020
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Orion’s Model Marketplace, Communities, Unifies Scale, Quality, and Control With Wide Ranging Investment Options

There’s an unspoken catch-22 in the investment world, where fiduciary-minded advisors need to grow their businesses, but often don’t want to forego control with a hands-off […]
February 18, 2020
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Orion’s New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows

The start of an advisor’s day lays the groundwork for their success. That’s why Orion Advisor Tech (“Orion”), a premier provider of financial advisor technology, today […]
January 31, 2020

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and a premier provider of financial advisor technology and enhanced investment solutions, announced significant progress toward […]
April 23, 2019

There’s More to Orion’s New Brand Unity Than Meets the Eye

A year of major acquisitions from the biggest names in the fintech space has been a gut check for many advisors. As they pay increasing attention […]
February 27, 2019

Orion Offers Nine Months of Free Platform Access and Training to PortfolioCenter Users

Orion Advisor Services, LLC (“Orion”), a premier portfolio management solution provider for registered investment advisors, announced it will offer nine months of access to their portfolio […]
January 31, 2019

The Five-Minute Financial Plan™ Now Available on the Orion Client Portal

FinMason, a rapidly-growing fintech firm operating one of the largest investment analytics platforms in the world, announced the rollout of the Five-Minute Financial Plan™ on the […]
January 30, 2019

Orion Bolts Out of the Gate in 2019 With Product Innovations Built to Address Advisors’ Top Challenges

Orion Advisor Services, a premier portfolio management solution provider for registered investment advisors, today at T3 Advisor Conference revealed a series of new product updates and […]
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 […]
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 […]