Tag : Orion

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......
Lock Your Loan in Seconds with Orion Lending's New Revolutionary QuickLock Feature in STAR PortalTM!
Banking News

Lock Your Loan in Seconds with Orion Lending New Revolutionary QuickLock Feature in STAR PortalTM!

Fintech News Desk
by Fintech News Desk0
Orion Lending (Orion) is a Nationwide Wholesale Mortgage Lender founded by proven industry leaders who bring a legacy of success and ambition to Mortgage Banking. Orion combines innovative technology, a wide array of products, personal touch service, coupled with competitive pricing that hyperspeeds the growth of our business partners. Latest......
Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry
Business Fintech Fintech Funding Investment Services News

Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry

Fintech News Desk
by Fintech News Desk0
Key hire cements company commitment to supporting growth of education savings programs across the country Pursuing an enormous opportunity to guide investors to achieve better outcomes, Orion Advisor Solutions, an established service provider in the 529 industry, signals its redoubled expansion into this space by welcoming Rob Percival, a veteran Ascensus College......
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
by Fintech News Desk0
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......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
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; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
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,......
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