June 29, 2020
T3 Tech News Banner

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 […]
April 6, 2020
T3 Tech News Banner

Orion Offers Free Planning Platform to All Advisors Along with Corresponding Campaign Support Through COVID-19 Crisis, Develops ‘Business as Usual’ Program for Firms Unable to Work From Home Due to Installed Software

With the COVID-19 pandemic causing widespread disruption to the stock market, economy, and financial world as a whole, financial advisors are responding to a surge in […]
April 3, 2020
T3 Tech News Banner

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 19, 2020
T3 Tech News Banner

Hitting $12B in AUM, Carson Doubles Down on Cutting Tech Costs for Partners

Carson Group, one of the fastest growing financial services firms in the country, announced that as of April 1, 2020, Carson will cover technology costs for […]
February 18, 2020
T3 Tech News Banner

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 […]
February 14, 2020

MaxMyInterest and Orion Offer Insight into Clients’ Held-Away Cash

MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Orion Advisor Tech, LLC (“Orion”), […]
February 14, 2020

Orion Advisor Tech Announces Updates to Connect Integration on Salesforce AppExchange

Orion Advisor Technology (Orion), one of the premier providers of financial advisor technology and investment solutions, today announced it has updated the Orion Connect integration on […]
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 […]
December 30, 2019

Advyzon Ups Its Game: An Underappreciated, Compelling Value in a Crowded Field

When it comes to portfolio management and accounting software, there is no lack of competition. Albridge has historically done well among hybrid RIAs, although Morningstar, which […]
December 26, 2019

T3 Student Competition 2020 Promises to Delight and Surprise

Once again, in 2020, for the third year in a row, CFP programs around the country will compete for dominance in RIA technology development. The annual […]