⚡️ "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 27,985 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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🏖️ Headed on vacation this summer? Don't fall behind on your CE credits in the process. 📲 Take your learning on the go with the Orion Advisor Academy which offers free continuing education credits and an app for easy learning while you travel. https://bit.ly/3zUQtoG
A Fresh Take on Continuing Education Credits
https://www.youtube.com/
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Dive into the depths of SEC's fines! Join our consultant-led webinar to learn from true cases and ensure your compliance strategies are bulletproof. Don't miss out! #SECCompliance #TrueCrime #Webinar
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🤔 With President Biden announcing he will not seek re-election, how do you think this will impact market volatility and #investor sentiment in the coming months? 📉 Sit down with Rusty Vanneman, CMT, CFA, BFA™, CIO – Wealth Management, as he shares his musings for this week's #marketupdate. ⚡️ Want an easy way to share #markettrends with your clients? Get our investor-ready, white label-ready version when you subscribe to our Weekly Wire newsletter: https://bit.ly/3svsVmY
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Curious about how other firms are using the integration between Orion and DPL? Check out the latest episode of DPL Financial Partners Advisor Revelations Podcast: Elevating Retirement Planning with DPL Orion. 🎧 https://bit.ly/4d3hpAY
DPL Orion are committed to staying ahead of the competition. Robust data feeds from DPL to Orion provide position and transaction data, and enable management of annuity assets within your Orion desktop. Hear more about Credent Wealth Management & their experience on our latest podcast episode: https://bit.ly/4d3hpAY Edison Byzyka, CFA
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⚡ New episode of The Fuse Show with Natalie Wolfsen and Brian McLaughlin now live! "With a $3 trillion dollar wealth transfer on the horizon… and this wealth transfer is going to younger generations, I think customer experience expectations are really going to rise. That doesn’t mean everything is going to be digital and self-service, because investors at some point…want advice [on] how to manage their money and how to manage these important decisions in their life." – Christi Deakin Tune in to hear Natalie and Brian chat with Christi Deakin, US Leader, Fintech, and Chris McDonald, Industry Specialist, Capital Markets, from Amazon Web Services (AWS) on our industry's massive data problem our urgent need to solve it to meet the growing demands of our clients and investors. They talk: 🔍 The main data challenges holding the industry back and keeping us siloed 💡 How accessible data can revolutionize the advisor and end-investor experience 🔮 Future trends and innovations you need to know about Listen now: https://bit.ly/3WrCHT7
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Are you looking to attract and retain top advisor talent for your firm? Join us for an insightful discussion where industry leaders will delve into critical strategies to help you stand out in today's competitive market. Featuring: ✨ James Sullivan & Verne Marble from Private Advisor Group ✨ Rick Williamson from Orion #WealthManagement #AdvisorRecruitment #FinancialAdvisors #Webinar #IndustryLeaders
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🧠 It's Amazon Prime Day, and among the many things on sale today is our very own, Daniel Crosby, Ph.D.'s newest book, The Soul of Wealth! Pre-order today in advance of the October 15th release date. 📕 Get a copy here: https://amzn.to/469qnu6
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As corporate earnings season kicks off, especially for key AI sector companies, how do you think #investor enthusiasm for artificial intelligence will impact the market? 📉 Sit down with Rusty Vanneman, CMT, CFA, BFA™, CIO – Wealth Management, as he shares his musings for this week's #marketupdate. ⚡️ Want an easy way to share #markettrends with your clients? Get our investor-ready, white label-ready version when you subscribe to our Weekly Wire newsletter: https://bit.ly/3svsVmY