⚡️ "We are oriented completely around the advisors and the enterprises that serve them, and if they've made choices about the CRM that they're using or the financial planning system that they're using or how they want to capture and utilize their data, we need to meet them." — Natalie Wolfsen, Chief Executive Officer Don't miss this exclusive interview with Natalie and WealthManagement.com's Diana Britton on how integrations, analytics, and measured innovation are key to her vision for Orion.
Orion
Financial Services
Omaha, NE 28,385 followers
Power your growth and scale your business with Orion’s fully connected technology and investment solutions.
About us
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
- Website
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https://orion.com/
External link for Orion
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Omaha, NE
- Type
- Privately Held
- Specialties
- Performance Reporting, Trading/Rebalancing, Tax lot accounting, Advisory Fee Billing, Portfolio Management System, Mobile Apps, CRM integration, Financial Planning integration, and New Account Opening
Locations
Employees at Orion
Updates
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Orion reposted this
We are excited to invite you to the final installment of our webinar series, "Crack the Case: Inside Stories of SEC Fines," featuring Ian Meiksins, President and Co-founder of Key Bridge Compliance. Join us on September 4, 2024, at 2:00 PM CT for "AI Adventures: Exploring the Future of SEC Compliance."
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Are you familiar with the Orion OCIO Free Portfolio Audit? Our OCIO team has run thousands of audits, a comprehensive analysis of an existing portfolio that identifies existing problems and potential opportunities, like: ☑️ Asset allocation and diversification ☑️ Portfolio structure and efficiency ☑️ Portfolio risk ☑️ Expenses ☑️ Fixed income quality, maturity, and risk Investors want efficient portfolios that maximize returns, with the least possible risk. But many investors aren't familiar with what's going on in their portfolio. Do you really know the answers to their biggest questions? Get the answers when you request a free portfolio audit today. https://lnkd.in/gA-tiEKy
Orion OCIO Free Portfolio Audit
orion.com
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We are excited to invite you to the final installment of our webinar series, "Crack the Case: Inside Stories of SEC Fines," featuring Ian Meiksins, President and Co-founder of Key Bridge Compliance. Join us on September 4, 2024, at 2:00 PM CT for "AI Adventures: Exploring the Future of SEC Compliance."
This content isn’t available here
Access this content and more in the LinkedIn app
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⚡ They say knowledge is power, but taking action? That's tough stuff!
Knowing what to do and actually *doing it* are very different things. But that doesn't mean we are helpless. Try these five tips for narrowing the knowing-doing gap. Tips taken from The Soul of Wealth, available for pre-order now! - https://lnkd.in/e7eT9hEc
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Last week, Jerome Powell’s speech at Jackson Hole confirmed that rate cuts are on the horizon, giving markets a boost. With key economic data and Nvidia’s highly anticipated earnings report coming up, the question is: where do you think the markets are headed next?
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Given the current attention and scrutiny surrounding the Federal Reserve, we examined the Fed’s historical economic projections to determine whether they could be relied upon for making investment decisions. Read more on our Election Microsite: https://lnkd.in/gzZrJKnB
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📈 While election years can stir uncertainty and impact markets, advisors can guide clients through this turbulence with confidence by understanding historical trends and implementing behavioral finance techniques. Our Chief Behavioral Officer Daniel Crosby, Ph.D. and Chief Investment Officer of OCIO Timothy Holland, CFA offer key considerations for advisors looking to support their clients during this time: 💥Examine historical economic trends 💥Weigh the benefits of a split legislature 💥Focus on the fundamentals 💥Avoid making emotional decisions 💥Guide clients through the political noise To dive deeper into each of these insights, read the full piece in Financial Advisor Magazine: https://lnkd.in/gpyPP7xS #FinancialPlanning #InvestmentStrategy
Five Things Clients Should Know About Markets And Elections
fa-mag.com
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🚀 Ascent 2025 registration is OPEN! For a limited time, get $400 off early-bird registration using code ASCENT2025. Click here to check out the details and register: https://orion.com/ascent
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🧠 This week on Standard Deviations, Daniel Crosby, Ph.D. is joined by Charles Eckhart, PhD who is a Licensed Clinical Psychologist and the co-founder of Cathexis Group. 🔁 Charles has extensive experience working with families and individuals of wealth, with a particular dedication to the challenges of the rising generation and generational issues involved with succession planning. 🎧 Listen wherever you get your podcast: https://lnkd.in/gwKmXCXv