Search Results for: Orion Advisor Solutions

SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies

Fintech News Desk
by Fintech News Desk0
Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, is proud to announce Thrivent Advisor Network (TAN) has added SMArtX to......
Fintech News

Liberty One Investment Management – Now Available on Orion

Fintech News Desk
by Fintech News Desk0
Liberty One Investment Management, a third-party asset manager based in Libertyville, IL, was recently added to Orion’s growing list of managers available to advisors on their platform. Liberty One will be offering four of their flagship allocations on Orion’s new Communities platform. This platform integrates into both Orion Portfolio Solutions as well as......
Fintech News

Orion’s New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

Fintech News Desk
by Fintech News Desk0
New portal and Apex Clearing integration meet the rising demand for one-stop, go-anywhere access to investors’ complete financial picture Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today unveils a new Orion......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

Fintech News Desk
by Fintech News Desk0
Investors Can Now Open and Fund Accounts from Inside Orion’s Client Portal in Minutes Utilizing Apex’s Industry Leading APIs Apex Clearing, the digital custody and clearing engine powering the future of wealth management, announced the launch of a new integration with Orion Advisor Solutions, the premier provider of the tech-enabled......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech Investment Services News

Orion Partners with State Street Global Advisors to Expand Investment Program

Fintech News Desk
by Fintech News Desk0
Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite of low-cost model portfolios. The partnership provides Orion users,......
B2 Payment Solutions Becomes a New Solution Partner for Cryptomathic Group
Banking Fintech Fintech Radar News

B2 Payment Solutions Becomes a New Solution Partner for Cryptomathic Group

Fintech News Desk
by Fintech News Desk0
B2 Payment Solutions (B2), an organization providing best-in-class products and services for the payment industry, announced today that the company is partnering with Cryptomathic Group which includes both Cryptomathic, the global specialist in secure server and payments solutions; and Aconite Technology, a leading supplier of secure EMV card payment solutions.......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech News

Orion’s New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows

Fintech News Desk
by Fintech News Desk0
Orion’s Home Experience, Revealed at the T3 Advisor Conference, Marries the Best of App- and Dashboard-Based Technologies to Help Advisors Prioritize and Run Their Days More Productively. The start of an advisor’s day lays the groundwork for their success. That’s why Orion Advisor Tech (“Orion”), the premier provider of financial advisor......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
Fearless Investing Summit Returns, Focuses on AUM Growth Education
Fintech Investment Services News

Fearless Investing Summit Returns, Focuses on AUM Growth Education

Business Wire
by Business Wire0
Top wealth management conference to share best-practices for marketing, client acquisition and client satisfaction Riskalyze, the industry-leading growth platform for wealth management firms, announced the return of its annual Fearless Investing Summit. Taking place at the JW Marriott Turnberry in Miami, FL from October 2-4, this year’s event will provide......
Cannon Financial Institute Launches On-Demand Course on Blockchain and Digital Assets
Blockchain Digital Asset Management News

Cannon Financial Institute Launches On-Demand Course on Blockchain and Digital Assets

PR Newswire
by PR Newswire0
The new course educates financial professionals about the digital landscape and helps them better serve their clients/expand their offerings Cannon Financial Institute (‘Cannon’), a leading professional development firm helping financial professionals gain advanced skillsets; announced its new course, designed to educate financial advisors about blockchain and digital assets. To meet......
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