Tag : Orion

Orion Introduces Fractional Share Trading for Advisors Who Custody with Schwab Advisor Services
Fintech News Trading

Orion Introduces Fractional Share Trading for Advisors Who Custody with Schwab Advisor Services

Business Wire
by Business Wire0
Now available in Orion Trading, fractional share trading lets advisors who custody with Schwab implement client models to the dollar to reduce cash drag and sharpen portfolio precision Orion announced that fractional share trading is now available for advisors who custody with Schwab Advisor Services, delivered through Orion’s next-generation trading......
Orion Launches Digital, Dynamic New Account Opening to Accelerate Speed to Advice Through Intelligent Workflows
Artificial Intelligence Finance News

Orion Launches Digital, Dynamic New Account Opening to Accelerate Speed to Advice Through Intelligent Workflows

Business Wire
by Business Wire0
Goldman Sachs Custody Solutions is Orion’s first custodian to go live on the new experience Orion announced the launch of its Dynamic New Account Opening tool to support digital account opening within the Orion Advisor Portal. Read More on Fintech : Global FinTech Interview: AI and the future of fintech with Hugh......
Orion and Pontera Expand Collaboration with Integration that Pulls Retirement Accounts Directly into Orion Eclipse Workflows
Investments News Trading

Orion and Pontera Expand Collaboration with Integration that Pulls Retirement Accounts Directly into Orion Eclipse Workflows

Business Wire
by Business Wire0
Centralized trading teams can now automatically plan, rebalance, and report on 401(k)s, 403(b)s, and more at scale and across multiple portfolios without multiple, manual orders Orion and Pontera announced an expanded integration that activates and automates more powerful investment strategies and rebalancing workflows within the Orion Eclipse trading and rebalancing platform. Building......
Orion Financial to Deploy Scienaptic AI for Advanced Credit Underwriting
Finance Lending News

Orion Financial to Deploy Scienaptic AI for Advanced Credit Underwriting

Business Wire
by Business Wire0
Scienaptic AI, a global leader in AI-powered credit decisioning, announced that Orion Financial, headquartered in Memphis, Tennessee, will deploy the Scienaptic AI platform to strengthen credit underwriting, modernize lending operations, and responsibly expand access to credit for its members. Read More on Fintech : Global Fintech Interview with Kristin Kanders, Head of......
Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client Interaction
Artificial Intelligence Finance News

Zocks and Orion Launch AI Integration to Bring Portfolio Insights Into Every Client Interaction

Business Wire
by Business Wire0
Two-way integration automatically connects Orion portfolio management data to advisor-client conversations and communications in Zocks, accelerating ‘time to advice’ Zocks, the privacy-first AI assistant for financial services, and Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, announced their......
Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients
Finance Fintech Funding News

Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients

Business Wire
by Business Wire0
White-labeled donor-advised fund solutions now available to Orion advisors through GiftingNetwork integration partnership Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, and GiftingNetwork, a leading provider of comprehensive philanthropic solutions, announced an integration partnership that empowers Orion advisors......
Orion Appoints Valli Nachiappan as Chief Technology Officer to Drive Next Era of Wealthtech Innovation
Fintech News Technology

Orion Appoints Valli Nachiappan as Chief Technology Officer to Drive Next Era of Wealthtech Innovation

Business Wire
by Business Wire0
New CTO to accelerate tech transformation across Orion’s platform, supporting more than 2,400 independent advisory firms and 7.3 million technology accounts Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced the appointment of Valli Nachiappan as Chief Technology Officer (CTO).......
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......
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