Innovative Tech Meets Cash and Credit Solutions: A Winning Combination for Advisors
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.