February 19, 2020
Published by T3NewsADM at February 19, 2020
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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 […]
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February 18, 2020
Published by T3NewsADM at 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 […]
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February 14, 2020
Published by T3NewsADM at February 14, 2020
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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”), […]
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February 14, 2020
Published by T3NewsADM at February 14, 2020
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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 […]
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January 31, 2020
Published by T3NewsADM at January 31, 2020
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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 […]
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December 30, 2019
Published by Joel Bruckenstein at December 30, 2019
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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 […]
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December 26, 2019
Published by Joel Bruckenstein at December 26, 2019
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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 […]
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June 18, 2019
Published by T3NewsADM at June 18, 2019
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Orion Expands Integrations with Redtail Technology and Schwab Advisor Services, Builds New Integration With Health Analysis and Longevity Optimizer, Genivity

Orion Advisor Services, LLC (“Orion”), a premier portfolio management solution provider for registered investment advisors, today announced enhancements to existing integrations with web-based CRM provider Redtail […]
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April 23, 2019
Published by Joel Bruckenstein at April 23, 2019
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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 […]
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March 21, 2019
Published by Joel Hurst at March 21, 2019
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Think Your Data is Secure? Make Sure Your Tech Follows These 5 Rules

Did you know that statistically speaking, at least some of your online data or login credentials were probably stolen last year? The compromised passwords might no […]
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