Orion lands $27-billion AUM account as BAM Alliance phases out its homemade system built on Schwab PortfolioCenter

Real time client holdings data is now essential for continuous, comprehensive counsel required for fiduciary standing. Orion's development of real time client holdings data goes far beyond the capability of the major wire-houses. This capability introduces efficiencies in portfolio construction that (1) facilitate the management of a far higher level of portfolio detail being more readily managed for (2) an unlimited number of individualized client accounts at (3) far lower cost to the client. (5) Entirely new investment vehicles and (6) new approaches to portfolio construction will make conventional brokerage seem archaic. The risk major firms must manage is assuming their legacy systems can play catch up when advisors must now play by with an entirely different set of rules than brokers. Orion has an immense application for its new capabilities. SCW

I don't know how the above comment previously made on Orion was incerted. I just wanted to comment on how important and edifying Dan Sievert's Conference is and warrants a greatly expanded attendance. It is a throw back to when significant industry participants would exchange ideas in the best interests of the investing public which are toxic in other venues. There is no pay to play, topics are openly discussed in an RIA format which could be considered heresy in conventional brokerage meetings . Well done Dan and Mark !.

please how do i get the orion code software ?

You should try Portfolio Center instead of Orion. We will have seemless integration and conversion into our next generation cloud based PMS, Portfolio Connect, when it's available. Yes, we've been working and talking about that for the last three years, and we're no closer to completion. But, when it is completed it will be the best.