Articles tagged "Orion Advisor Services"
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How Aaron Klein plans to make Riskalyze the epicenter of the RIA business with $20 million of fresh private equity money
The CEO startup already has 15,000 users but now he sees the Risk Number as the skeleton key for unlocking robo potential by eliminating two-tier, two-business problem for B2B robos
November 30, 2016 at 10:08 PM
Why exactly a $2.2 billion RIA hybrid abruptly dumped LPL for Securities America -- and Schwab, Fidelity and TD Ameritrade
Besides cost savings of using diverse custodians, WealthPlan gets past 'crippling workflow' by forming new partnerships with Orion, Salesforce, eMoney and Advisory World
November 7, 2016 at 7:50 PM
Advent's parent buys Salentica to bolster Black Diamond CRM
SS&C promised to buy David Welling lots of M&A toys to sweeten his firm's Black Diamond offering and now the big Salesforce-Microsoft reseller begins to fulfill that promise
October 24, 2016 at 2:48 PM
Orion lands $27-billion AUM account as BAM Alliance phases out its homemade system built on Schwab PortfolioCenter
The choice of the Omaha-based, open-source system by the giant DFA TAMP reflects the diverse needs of 140 RIAs -- and the need to up-robo client experience
October 20, 2016 at 3:47 PM
Tiburon CEO Summit goes high as talk turns to FANG factor on days one and two
The once-dismissed prospect that Facebook, Amazon and Google could enter wealth management was back on the front burner as advice business chiefs gathered and Google contributed to a panel
October 12, 2016 at 10:44 PM
Orion draws a record pack of hackers to Utah to code, bond -- and compete
From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals
September 12, 2016 at 6:56 PM
How vendors fail RIAs -- and themselves in the bargain -- by insulting RIA intelligence
Anything with a whiff of closed architecture, overcharging, inauthenticity, opacity or idiocy masquerading as information is a long-term credibility corrosive
December 9, 2015 at 12:42 AM
Pete Hess will shop for software firms to build in-house Black Diamond bundle
The Advent CEO says his firm, under SS&C ownership, will consider buying CRM, financial planning and rebalancing firms
June 18, 2015 at 2:45 PM
Bernie Clark promises Schwab is getting there on its PortfolioCenter rewrite but competitors say the clock is ticking
Rivals cite lingering challenges for the ubiquitous software but its custody platform tie-in is a difference-maker, Joel Bruckenstein says
July 25, 2014 at 11:36 PM
Orion Advisor Services inks licensing deal to close the rebalancing gap with Tamarac and Black Diamond
Eric Clarke makes Total Rebalance Expert one with his portfolio accounting software to assuage CPAs and other tax-minded advisors
March 25, 2014 at 1:30 PM
How Omaha is emerging as the RIA business' center of gravity
With no mountains to block your views or salt air to rust your car, you can get down to business with no distractions and low expenses
