Read All About It

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

Orion's @Spencer_Smalley is participating in @M4KOmaha, on organization of men raising 💲by growing mustaches during the month of May. This year, proceeds go to @AngelsAmong_Us to support families battling pediatric cancer. To donate, click here:

With our @Practifi integration, advisors can view Orion Accounts & Holding info from the Practifi client record & summarize account performance within the Insight Dashboard. Read our fact sheet & learn how this integration can drive growth at your firm

Don't miss out on our #MemorialDay promo: $50 off your #Ascent2019 San Francisco registration. By attending, you'll gain insights from both our Subject Matter Experts & partners: @Schwab4RIAs & @Riskalyze! Promo code: SANFRAN19

Does your firm meet #SEC requirements for personal securities trading? In this #webinar, learn how to leverage our brand-new employee trade monitoring tool, Inform, to maintain your code of ethics obligations and securely scale your #business. #finTtit

The Orion team had a great time kicking off the HKFS Elevate conference yesterday! We are looking forward to exploring the latest trends, opportunities and insights in #wealthmanagement over the next few days!


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.