Tag : Orion

11th.com and Orion Announce Integration to Automate Investor Fund Recovery for RIAs
Fintech Funding Investment Services News

11th.com and Orion Announce Integration to Automate Investor Fund Recovery for RIAs

GlobeNewswire
by GlobeNewswire0
11th.com, the leading automated investor claim recovery platform, announced a strategic integration with Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them. The integration embeds 11th.com’s class action recovery engine directly within Orion’s advisor technology ecosystem, enabling over 2,400 wealth managers,......
Altruist Launches Institutional-Grade FIX Trading Integrations with Advyzon and Orion
Finance Fintech News Trading

Altruist Launches Institutional-Grade FIX Trading Integrations with Advyzon and Orion

Business Wire
by Business Wire0
New integrations enable real-time execution and full operational visibility for enterprise RIAs Altruist, the modern custodian built for RIAs, today announced new institutional-grade FIX trading integrations with Orion and Advyzon. These integrations allow for orders to be submitted in real-time for execution at Altruist from the platforms advisors already use—eliminating......
Orion Enhances its Unified, Flexible Advisor Platform with New Tech Upgrades
Commerce Finance Fintech Markets News

Orion Enhances its Unified, Flexible Advisor Platform with New Tech Upgrades

Business Wire
by Business Wire0
Latest updates, revealed at Orion’s Ascent conference, include AI-powered meeting agendas, Redtail CRM, Advisor Trading and More Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprises that serve them, announced today at Orion Ascent 2025 a series of key updates across its connected technology ecosystem......
Orion Introduces Innovative Enhancements to Destinations Funds Trust to Improve Efficiency
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Orion Introduces Innovative Enhancements to Destinations Funds Trust to Improve Efficiency

Business Wire
by Business Wire0
New services aim to assist in fund operations and reduce transaction costs Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced a series of enhancements to its Brinker Capital Destinations Trust, incorporating advanced tools designed to improve efficiency, reduce transaction......
Orion Announces Wealthtech Industry Leader Chris Shutler as Head of Strategy
Finance Fintech News

Orion Announces Wealthtech Industry Leader Chris Shutler as Head of Strategy

Business Wire
by Business Wire0
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the appointment of Chris Shutler, CFA, as Head of Strategy. In his new role, Chris leads the development and execution of corporate strategy, including market analysis and growth opportunities. Chris also......
1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios
Fintech Investment Services News Technology

1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios

PR Newswire
by PR Newswire0
1-ClickTrade, the innovative fintech company that has transformed investment management with its streamlined trading process, announced the launch of Phase 2 of its technology release . The company now supports model portfolios and separately managed accounts (SMAs) and, with orders capable of routing to major model marketplaces that support connectivity......
Orion Innovation Acquires Banktech Software Services
Banking News

Orion Innovation Acquires Banktech Software Services

Business Wire
by Business Wire0
Acquisition Expands Orion’s Digital Solutions and Core Banking Integration Capabilities for Banks and Financial Services Clients Orion Innovation (“Orion”), a leading digital transformation and product development services firm, announced the acquisition of Banktech Software Services Ltd (“Banktech”), a core banking implementation partner for global financial institutions. Banktech will complement Orion’s......
Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity
Finance News

Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity

Fintech News Desk
by Fintech News Desk0
Wealthtech firm introduces BeFi20 tool to aid advisor-client money conversations, equipping financial advisors as quasi “life coaches” Orion Advisor Solutions’ new Couples and Money Survey reveals that half (50%) of survey respondents, including 61% of millennials, consider dishonesty about money a form of infidelity. The survey results also show more than a......
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