Search Results for: Orion First

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds
Investments News

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds

Fintech News Desk
Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced that Brian Storey, CFA, joined Orion’s Brinker Capital Investments as senior portfolio manager. Storey is a key contributor to asset allocation decisions across Brinker’s discretionary investment products and provides manager selection, due diligence and portfolio construction......
Bringing Fiat to DeFi: 'Decentralized Gateway to Crypto' Orion Terminal Now Accepts All Major Fiat Payment Methods
Currency Exchange News

Bringing Fiat to DeFi: ‘Decentralized Gateway to Crypto’ Orion Terminal Now Accepts All Major Fiat Payment Methods

Fintech News Desk
Orion Protocol, the decentralized gateway to the crypto market, becomes the first decentralized aggregator to enable users to buy or sell crypto with fiat within the platform. The integration with leading fiat gateway MoonPay aims to bring new users and capital into DeFi, eliminating the need for on/off ramping via......
Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management
Finance InsurTech Investment Services Investments News

Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management

Fintech News Desk
Retiree, Inc. is announcing the launch of the first retirement income “decumulation” model portfolio marketplace. The new resource for financial advisors combines the award-winning Income Solver platform with a marketplace of solutions including model portfolios, annuities, bonds, and cash alternatives. Financial advisor adoption of model portfolios has been significant. Envestnet, Orion,......
CorionX Is Expanding It’s Team To Make 2021 Roadmap a Success
Business Cryptocurrency Economy Fintech News Risk Management

CorionX Is Expanding It’s Team To Make 2021 Roadmap a Success

Fintech News Desk
CorionX, which is one of the renowned resources of developing and spreading the reliable cryptocurrencies and stablecoins in the world has shared its roadmap update 2021. The updates have addressed changes to the introduction of DeFi, Cross-Chain Integration, Tokenomics, Crowdfunding, and CorionX utility use cases. Also, CorionX is expanding it’s......
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
Fintech Investment Services News

CAIS Announces New Integration with Orion for Seamless Transaction Reporting

Fintech News Desk
CAIS continues to connect the wealth management ecosystem, making it easier for independent financial advisors to access alternative investments. CAIS, the leading alternative investment platform, today announced an integration with Orion Advisor Solutions, architect of the tech-enabled fiduciary process that empowers the advisor-client journey by enabling advisors to Prospect, Plan,......
AI Start-Up TEAL and CorionX Join Hands to Develop a Sustainable Crypto Currency System
Artificial Intelligence Blockchain Business Fintech News

AI Start-Up TEAL and CorionX Join Hands to Develop a Sustainable Crypto Currency System

Fintech News Desk
TEAL, the smart blockchain ecosystem, is partnering with CorionX, the Corion Foundation that supports stablecoin and DeFi awareness through its #MoneyInTheRightDirectionMovement. The aim of the partnership is to develop a sustainable crypto currency system for the TEAL Marketplace and other decentralized services. The partnership will consist of the joint development......
Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience 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 is announcing a flurry of......
Fintech News

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

Fintech News Desk
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
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......
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