January 23, 2024

Annual Awards Announced at T3 Technology Conference for Financial Professionals

Joel P. Bruckenstein, CFP®, President of Technology Tools for Today (T3), during a special lunchtime presentation at the T3 Technology Tools for Today Conference being held […]
January 23, 2024

Orion and Redtail Premier Email/Calendar Integration and AI Enhancements at #T32024

With the T3 Technology Conference in full swing in Las Vegas, Orion Advisor Solutions announced powerful enhancements and integrations showcasing the combined power of Orion and Redtail Technology. […]
February 24, 2023

Orion Launches Advisor Academy, a Free On-Demand Learning Platform for Fiduciary Advisors

Wealthtech firm enhances education offering to help advisors grow their business, earn CE credit Orion Advisor Solutions, a leading provider of wealthtech solutions for fiduciary advisors, announced […]
April 19, 2022

Orion to Acquire Redtail Technology, a Web-Based CRM for Financial Advisors

Acquisition will further Orion’s mission to connect every stage of the advisor-client journey in a cohesive, tech-driven experience Orion Advisor Solutions, a provider of transformative wealthtech […]
August 27, 2021

Orion Offers Free Financial Planning Tech For All Advisors With Pro Bono Clients

Zero-cost planning tools and data aggregation help advisors volunteer life-changing service To encourage advisors to volunteer their expertise in a time of extraordinary need, Orion Advisor […]
May 4, 2021

Orion Teams With FeeX For Management of Held-Away Assets

Data integration grants advisors compliant, secure, direction of 401(k)s and other accounts Orion Advisor Solutions, a provider of the tech-enabled fiduciary framework that empowers financial advisors […]
April 16, 2021

Orion Advisor Solutions Completes HiddenLevers Acquisition, Announces Preferred Pricing & Integration Timeline

Orion Advisor Solutions  has announced the completion of its acquisition of HiddenLevers, laying out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s […]
January 21, 2021

Orion Pledges 2021 War Chest of New Resources, Events for Breakaway Advisors

‘Boot camp’ events, expertise networks and pricing deals create new advantages for advisors considering independence. Orion Advisor Solutions, a premier provider of the tech-enabled fiduciary framework […]
July 27, 2020

Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

Apex Clearing, the digital custody and clearing engine, has announced the launch of a new integration with Orion Advisor Solutions, a premier provider of the tech-enabled […]
June 29, 2020

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

With new financial partner Genstar and existing financial partner TA reinvesting, Orion and Brinker Capital together are positioned to transform the future of the advisor-client relationship […]