Event Description: The industry’s latest game-changer is here. With the announcement of their joint venture, Orion and Focus Client Solutions (FCS) are set to transform the independent advisor’s ability to compete with banks and wirehouses for new business. Adding FCS’ lending and cash management solutions to Orion’s comprehensive platform places advisors in a powerful position to act as a centralized provider for their clients’ financial management experience, increasing client retention and arming them with the tools they need to attract and serve ultra high-net-worth and high-net-worth investors. Join Jason Moore, Orion’s Chief Solutions Officer, and Steven Canup, Managing Director at Focus Financial, for a deep dive into this powerful new partnership, its robust integration points, and the ultimate end-to-end journey it will create for both advisors and clients upon its full release in the summer of 2021.
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Event Description: With an increased demand for alternative investments, many financial advisors are looking for new ways to harness the power of these assets to enhance returns, supplement income, and diversify risk. Orion’s new integration with CAIS, a leading alternative investment platform with a broad selection of alternative investments and structured solutions, empowers our advisors with strategies that allow them to seek to capitalize on new opportunities and withstand ever-changing markets. Join this webinar to hear more about our new integration, and learn how you can leverage alternative investments to win new business, strengthen your client relationships, and ultimately track progress towards each clients’ unique definition of financial success.
Event Description: Are your clients worried about identity theft? Learn about Orion’s integration with Experian to help provide your clients peace of mind. We will review why identity theft monitoring is so important, the features of the integration, and how you can set it up for your clients.
Event Description: Are you curious about Orion’s integration offerings? Or are you lost on where to begin? Join this webinar to learn more about which integrations could benefit your firm, and where to go for more resources.