⚡️ "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 28,123 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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We’re championing growth and innovation in the financial advisory world. Our strategy? A client-centric approach that blends cutting-edge technology with a human touch✨ At the recent InvestmentNews goRIA Virtual Summit, our CEO Natalie Wolfsen shared how AI and technology tools will free up advisors to have more meaningful conversations, focusing on the emotional and complex aspects of wealth management. She also spoke to why the arrival of Gen Z clients will push the industry towards more personalized and customized services. 💡 “Technology tools will improve the quality of the financial plan and enhance the client-advisor relationship,” Natalie said. The future is bright, and Orion is leading the way! Find all of Natalie’s insights here; https://shorturl.at/FRWvQ
AI will only elevate the human touch, says Orion CEO - InvestmentNews
https://www.investmentnews.com
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🤔 As the #SahmRule is triggered, signaling a potential recession, should #investors adjust their strategies in the face of growing economic uncertainty? 📉 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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⏰ Tick-tock, don't miss out! August 17th is calling your name for Orion’s epic TeamUp for TeamMates fundraiser. Whether you're strolling, sprinting, or racing in-person or virtually, let's light up the race course and spread some community love! Secure your spot now: https://lnkd.in/gND_gVdx
TeamMates Homepage
orion.com
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In the coming months, headlines will likely try to tie every newsworthy event — big and small — into the 2024 election. 😅 To navigate stories around the upcoming election it helps to increase your media literacy, as some sources will try to cultivate panic or anger to drive more views, clicks, and revenue. Check out these 5 tips from Orion's Chief Behavioral Officer, Daniel Crosby, Ph.D.'s book, "The Behavioral Investor."
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Are billing headaches slowing down your firm's growth? 🤕 Speed to getting paid is critical, especially for breakaway advisory firms. Streamlining your billing process with Orion OCIO — focus more on your clients and business growth. 📞 Let's talk. https://lnkd.in/grsSFZPf
OCIO Consultation Request
orion.com
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🚀 Ready to become an Orion or Redtail power user? Don’t miss out on the chance to get hands-on training near you at Align U Philadelphia on August 20-21. Spots are filling up. Grab yours now! https://lnkd.in/gHfj6-Ps
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Don’t miss out on the latest Bloomberg's Masters in Business episode! In this inspiring conversation, Barry Ritholtz speaks with Orion CEO Natalie Wolfsen to uncover the new ideas and experiences shaping the future of wealth management and technology today, including a focus on: 📊 Developing technology for scale and flexibility 🤝 Personalizing the client experience through behavioral finance 🕖 Giving advisors more time back in their day 📈 Providing access to data for unique portfolio insights 🎧 Tune in to discover how Natalie’s expertise in supporting advisors is driving Orion and the industry forward: https://lnkd.in/gmEWjxtj #WomenInFinance #WealthManagement
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What does your dentist always tell you? You have to floss regularly for healthy teeth. If you skip flossing until right before your next checkup, it's going to hurt, it's going to get messy, and it's not going to be very effective. 👎 "Well, OK. Why is Orion talking about oral hygiene?" Because just like flossing your teeth, proactive tax loss harvesting can do the same for your portfolio, clearing away the "plaque" of your portfolio that can eat away at your gains. ✨ If you save all of your tax loss harvesting efforts for the end of the year, you may have a bad time. And just like flossing, saving all the work for the last minute just doesn't have the same potential impact. Don't wait to tax (f)loss harvest. Talk to us and learn how easy it is to do it year-round with Orion Custom Indexing. https://lnkd.in/gMcqhidj
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💡 Always making us think, Daniel Crosby, Ph.D.