Tag : Reed Colley

Orion Expands Anthropic Collaboration as Launch Partner for Claude for Financial Advisors
Artificial Intelligence Finance News

Orion Expands Anthropic Collaboration as Launch Partner for Claude for Financial Advisors

Business Wire
by Business Wire0
Announced today at Future Proof Festival, Orion’s MCP connector brings Orion Connect portfolio data and Redtail CRM into Claude, so advisors and their teams can prepare for a client meeting, capture follow-ups, and see where opportunities stand without leaving the conversation Orion expanded its collaboration with Anthropic, launching Orion’s MCP......
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......
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