What Does It Mean To Be Financially Prepared In A Post Covid World?

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The word COVID comes with an absolute cringe, doesn’t it? When it comes to finances, 2020 has served us with some life-altering situations, COVID being the biggest. When talking about financial planning, it’s common to consider What-ifs and should-haves...

Orion Adds Over 50 BlackRock Model Portfolios to Investment Platform

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Wealthtech Orion Advisor Solutions has recently expanded their relationship with BlackRock, adding more than 50 new strategies from the investment juggernaut to their model portfolio basket...

WEBINAR: Simplify Investment Analytics & 401K Plans with Innovative FinTech

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Join Chalice Network as we introduce you to our newest partners, Vestwell & Trendrating. In this webinar, you will get an in-depth look into FinTech that is transforming the financial industry...

Entoro Capital Announces Strategic Relationship with FLX Distribution

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Entoro Capital (Entoro), a technology-enabled global investment bank, announced today that it has entered into a strategic relationship with FLX Distribution (FLX)...

How To Close A Deal In A Virtual Environment

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Before this year, virtual meetings weren’t exactly people’s first choice as a method for business communication. However, advisors should get used to hosting and attending them moving forward...

Five Ways the Orion Client Portal Will Transform Your Client Relationships

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At Orion, everything we do is designed to further our mission: to power the advisor-client journey with a tech-enabled fiduciary process that enables advisors to: * Seamlessly attract new clients * Connect planning goals to investment strategies * Help investors...

Orion’s New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows

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A core goal of the new interface was to provide users with more flexibility and options for personalization. To support this, advisors will be able to build their own home-screen experience...

Keeping Clients on Track for Retirement

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Retirement is not as simple as it once was. The National Retirement Institute’s (NRI) April survey stated that investors having more than $100,000 in assets no longer believe that they are secure...

Crowdfunding Rises to Challenge in Wake of COVID Venture Belt Tightening

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The metrics are now largely in for capital market trends in Q2 and, at the lower end of the market at least, tell a compelling story of fundamental shifts in private capital raising...

Making a Market*r: Orion’s Brand New Marketing Solution Is Here

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It's not enough to simply offer a financial planning service. You need to get the word out—both to your clients and to new investors who are seeking guidance and advice for the first time—that you have the resources to address their financial uncertainties...