⚡️ "We are oriented completely around the advisors and the enterprises that serve them, and if they've made choices about the CRM that they're using or the financial planning system that they're using or how they want to capture and utilize their data, we need to meet them." — Natalie Wolfsen, Chief Executive Officer Don't miss this exclusive interview with Natalie and WealthManagement.com's Diana Britton on how integrations, analytics, and measured innovation are key to her vision for Orion.
Orion
Financial Services
Omaha, NE 28,451 followers
Power your growth and scale your business with Orion’s fully connected technology and investment solutions.
About us
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
- Website
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https://orion.com/
External link for Orion
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Omaha, NE
- Type
- Privately Held
- Specialties
- Performance Reporting, Trading/Rebalancing, Tax lot accounting, Advisory Fee Billing, Portfolio Management System, Mobile Apps, CRM integration, Financial Planning integration, and New Account Opening
Locations
Employees at Orion
Updates
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📈 Ready to grow your business? Learn how Plan4Wealth scaled their business by partnering with Orion OCIO. With improved efficiency, cost savings, and access to outsourced investment management, Plan4Wealth found the perfect solution to focus on what matters most: their clients. 🔍 Discover how outsourcing key processes can help you fuel growth, save time, and create better client experiences. Read the case study and see why Orion OCIO could help change the game for your firm. 👉 Read the full case study: https://bit.ly/3TjVopX ______________________________ Orion has not compensated Darin Arnell from Plan4Wealth specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Darin Arnell for the supplied statements.
Outsourcing for Growth: Plan4Wealth Partners with Orion OCIO
orion.com
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⚡ New episode of The Fuse Show with Natalie Wolfsen and Brian McLaughlin now live! "Younger generations want experience and they are more focused on life goals, as opposed to…growing that nest egg as big as possible, and I think we are starting to see that actually impact their parents and grandparents…I’m seeing more and more older generations start to trickle that wealth transfer and actually…[they often want to] see the impact of that wealth transfer before they pass on." – John Euart, McKinsey & Company Tune in to hear Natalie and Brian sit down with John Euart, Associate Partner at McKinsey & Company, to debate 🔥 industry trends and whether they're mere "buzzwords" or true industry game-changers. Listen now: https://bit.ly/4cWgoKz
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Thank you to Financial Planning for selecting Orion as the winner of the 2024 Innovation Award in the category of Portfolio and Investment Strategy! 🌟 Nominated for our Portfolio Comparison and Smart Summary tools, these advancements optimize portfolio management and investment strategies for wealth management clients, and incorporate AI to summarize proposed changes based on the client's personal situation. We look forward to driving technology forward to create the best platforms and solutions for advisors and their clients. Here’s to pushing the boundaries of what’s possible! 🚀 Read on for the full list of award winners: https://bit.ly/3Xvrmlv #WealthTech #Innovation #AI
Financial Planning unveils 2024 Innovation Award winners
financial-planning.com
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Congratulations to our Chief Technology Officer, Mustapha Baassiri for winning the CTO of the Year Award at last night's WealthManagement.com Industry Awards #Wealthies
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Stay ahead of the 2024 presidential election with insights from top thought leaders. We're excited to share three new blogs from our trusted partner, Janus Henderson Investors, now live on our election site! These articles dive into key topics surrounding the 2024 presidential election. Visit our dedicated election site to equip yourself with strategic guidance that will help you support investors in making informed, confident decisions! 👉 https://bit.ly/3Z9c737 👀 Plus, keep an eye out for more updates, including a joint webinar with Dr. Crosby and Ben Rizzuto, Janus Henderson’s Wealth Strategist. #2024Election #ThoughtLeadership #StrategicGuidance
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🎙️ This week on Standard Deviations, Daniel Crosby, Ph.D. is joined by Emily Blue, CFA, co-founder of Hue Partners. Tune in to hear: ➡️ What is the disconnect between selling an advisory business, as it is popularly conceived, and as it usually goes down in the real world? What should people know about the process that they may not currently understand? ➡️ What are the big things that are missing from the “highlight reel” version of selling a business and how can people become more aware of this? ➡️ If Emily could give advisors just one tip on maximizing their saleability, and standing out in a very crowded field, what would she say? 🎧 Listen Here: https://bit.ly/3MTPeJL
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Get Ready, Texas, Align U is hitting the road and will be in Dallas on November 12-13. Registration is now open! If you’re ready to learn how to better use Orion, Redtail, or both, don’t miss the chance to attend Align U. https://bit.ly/4dNxCLn
Home - Align University Dallas
web.cvent.com
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🇺🇸 Have you checked out Orion's Election Microsite? Your hub for resources and information around the 2024 election and its impact on our economy, from Orion's subject matter professionals. 📝 Our latest blog post is live: https://lnkd.in/gJMycaVW
The Pains of Partial Knowing
orion.com