The Fintech Fix: Inside the Orion & Asset-Map collaboration
We're excited to showcase our latest integration with Orion Advisor Services. Asset-Map CEO H. Adam Holt, CFP®, ChFC® discusses the benefit of our partnership to the advisor and client experience:
Developing the Next Generation of Estate Planning Software
Collaboration and integration are key factors of PieTechs latest venture. Working together with other industry leaders, the venture will focus on developing the next generation of legacy and estate planning software.
More Than A Technology Vendor
CEO Eric Clarke shares how Orion's concept behind Ascent 2018 is to have Advisors leave the Conference with strategies and goals to help increase business proficiency while also improving client relationships.
Evolving Advisor Services in a Changing Market
United Capital Founder and CEO Joe Duran elaborates on how advisors can stay competitive even when markets aren’t rising.
Using the Risk Number In Client Engagement
Managing Director of Enterprise Solutions Riskanalyze, explains how his firm’s partnership with Orion has expanded advisor’s accessibility of the risk number.
Taking Advantage of Tech Integration
Redtail Technology trainer Rick Williamson discusses how new technology is being developed for advisors, and why they should be taking advantage.
The Importance of Client Experience
Jesse Filburn of Advisors Excel Wealth Management emphasizes the importance of client experience, and how Orion helps his team improve.
The Target of Integration
Vilas Naralakattu, Technology Manager at Pinnacle Advisory Group, discusses how tools created by Orion help Firms gather data and find trends aiming towards target Integration.
Fuse 2018: Bringing together the best in FinTech
President of RGF Advisory, Shannon Spottswood, discusses why the Fuse competition is so important to the Fintech industry
World Class Support leads to #1 Choice
Calum Cunningham, COO of Silicon Private Wealth, discusses why the 2 year old company chose to use Orion's services over others for their advisory business
T3's Perspective on Orion's Development
Joel Bruckenstein, President of T3, discusses some of the highlights from the Ascent conference in Miami
DriveWealth – Empowering Companies to Shape the Future of Investing
DriveWealth’s platform provides its partners with a modern suite of APIs that enable the creation of innovative financial experiences, with global accessibility. DriveWealth has worked to develop a modern infrastructure that eliminates the restrictions imposed by legacy brokers.