Read All About It

Check out the latest news coverage, product and people announcements, 
and company happenings from Orion Advisor.

Now in beta: Our integration with @Experian! Advisors will soon be able to offer protection services to their clients directly through Orion's Client Portal, including: Credit & Identity Monitoring as well as Restoration Services. More on what's to come:

Our next #Ascent2019 On the Road event is right around the corner! Next stop: #SanFrancisco. Register now and join us June 10-11 and make 2019 the year you commit to #innovate, #disrupt and #win! Check out this video to catch up on some of last year's Ascent highlights.

Have you heard? We've had some major #software updates and new integrations roll out this month! Grab the full release notes now and read about everything that will make your life easier—and your clients love you even more.

Our integration with @Practifi gives advisors visibility into account performance. Data flows between the 2 systems in real time ensuring your info is always up to date & keeps your client & asset records in sync with Orion’s Households & Accounts. More:

It was a great day yesterday speaking with everyone who stopped by our #FPADFWConf19 booth. There's still time to stop by and say hello! Orion's Ben Frantz will be set up at booth 8 until 10:10am today - stop by to learn more about how our solutions can help your #business grow.


Contact: Kelly Waltrich

Jimmy Moock
Gregory FCA for Orion Advisor

What’s the Buzz?

Here’s what others are saying about us.

Download our Press Kit

  • Orion logos and rules for use
  • Company and product information
  • App image gallery


contact us

Want to learn more?

Get in touch to learn more about our technology, people, or processes.