⚡️ "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 27,877 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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As corporate earnings season kicks off, especially for key AI sector companies, how do you think #investor enthusiasm for artificial intelligence will impact the market? 📉 Sit down with Rusty Vanneman, CMT, CFA, BFA™, CIO – Wealth Management, as he shares his musings for this week's #marketupdate. ⚡️ Want an easy way to share #markettrends with your clients? Get our investor-ready, white label-ready version when you subscribe to our Weekly Wire newsletter: https://bit.ly/3svsVmY
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👟 It's time to strut your stuff for a good cause! Join us for Orion's TeamUp for TeamMates fundraiser, in-person or virtually, and let's raise the roof (and funds!) for the Millard Chapter of TeamMates Mentoring Program. Ready, set, register: https://lnkd.in/gND_gVdx
TeamMates Homepage
orion.com
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Looking for thought-provoking #BeFi insights, questions, and quotes to help enhance your approach with your clients? 🧠 Don't miss Better with BeFi, Daniel Crosby, Ph.D.'s essential, quick-read newsletter for #financialadvisors everywhere. Subscribe today — it's what all the advisors are doing! https://bit.ly/3W1J9Rf
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Are you helping your clients maximize their long-term growth? According to a survey of advisors, for many high-net-worth investors taxes can represent a larger drag on returns than fees or trading costs. Survey results even indicated that the alpha generated by managers isn’t always large enough to cover their clients’ taxes. But don't worry! You don’t have to let taxes eat away at your clients’ wealth. A proactive, year-round tax loss harvesting strategy, like Orion Custom Indexing, can help your clients’ portfolios be optimized for growth. Connect with us today to learn more. https://bit.ly/3T81w5g
Custom Indexing
orion.com
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🧠 This week on Standard Deviations, Daniel Crosby, Ph.D. is joined by Phil Bray, Founder and Director of The Yardstick Agency, a firm that stands at the forefront of marketing for Financial Planners. 💻 Now in his third decade in financial services, Phil’s experience spans advising, compliance, and marketing. Phil brings this unique mix of knowledge and experience to all Yardstick clients. He’s long dreamed of providing truly high-quality marketing options to financial advisers, planners, brokers, and providers. 🎧 Listen here, or wherever you get your podcasts: https://bit.ly/4bDB0Gv
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🌟 Exciting event alert! Join us on July 24th at 2 pm ET / 11 am PT for the AI & Automation Summit, featuring Craig Iskowitz and a roster of industry leaders — including our very own Rick Williamson. Don't miss this exclusive summit where we'll showcase cutting-edge AI solutions designed for financial advisors. You'll discover how to streamline operations, enhance client relationships, and drive growth with pioneering technologies. Rick says it best: "We'll show off the newest functionalities and revolutions in AI, give insights on its future, and share advice on using AI to better your business practices. Don't worry, Skynet isn't taking over yet!" 🤖 Don't miss out on this opportunity to elevate your business with AI. Register now: https://bit.ly/3VWZG7a
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Are you prepared to tackle SEC's latest enforcement trends? Join us for an eye-opening webinar series as we dissect true cases of SEC fines and provide guidance. https://lnkd.in/guJJWb7g Reserve your seat now! #SECCompliance #TrueCrime #Webinar
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👨🏫 The latest podcast course on the Orion Advisor Academy features a vibrant conversation between Daniel Crosby, Ph.D. and Robert J. Sofia - Founder & CEO of Snappy Kraken. 💻 Learn actionable marketing tactics and what tools + strategies are easiest or first to implement, if you're just starting. 🎧 Watch and listen here: https://lnkd.in/g43p8qzD
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👨🏫 The latest podcast course on the Orion Advisor Academy features a vibrant conversation between Daniel Crosby, Ph.D. and Robert J. Sofia - Founder & CEO of Snappy Kraken. 💻 Learn actionable marketing tactics and what tools + strategies are easiest or first to implement, if you're just starting. 🎧 Watch and listen here: https://lnkd.in/g43p8qzD