Orion Weekly Roundup: February 12, 2021
The Orion Weekly Roundup from February 12, 2021, highlights new advisor tools including the addition of Dimensional ETFs to the Orion Eclipse platform, a partnership with Focus Client Solutions to integrate cash management and lending services into the Orion advisor portal, and a collaboration with MaxMyInterest to help advisors find high-yield cash solutions for clients.
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Orion Weekly Roundup: February 12, 2021
Advisor Tech
February 12, 2021
February 12, 2021 06:19 AM
Topics:Practice Management
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Life can get busy during the week, so we’re rounding up all the major blogs you might have missed for some easy reading.
Here’s your Orion news from this week.
Dimensional Funds Now Available in Orion Eclipse
Dimensional has added a new lineup of ETFs, and you can access all of them through the Orion Eclipse trading and rebalancing engine to bring new investment strategies to your clients.
We recently hosted a webinar to introduce you to these exciting new strategies. Click below to watch the recording and learn more.
Learn more about Dimensional ETFs and Orion
Orion and Focus Client Solutions Partner on Cash Management and Lending
In a big week of announcements, this one might be the cherry on top. As advisors offer more comprehensive planning, they also need more comprehensive financial solutions to offer to clients.
We partnered with Focus Client Solutions to bring you integrated cash management and lending solutions in the Orion advisor portal.
Learn more about the benefits of this new partnership.
How Orion and MaxMyInterest Partner to Find High-Yield Cash
The integrations start coming and they don’t stop coming.
If you need to help clients find cash accounts that return higher yields, hit the ground running with MaxMyInterest.
Our integration makes it easy for advisors to offer a service to clients that involves opening and managing multiple high-yield savings accounts.
Sometimes, your clients want to hold large amounts of cash, and this integration can help that decision make more sense.
Read more about MaxMyInterest and Orion.
The Benefits of Blogging for Financial Advisors
A blog can be the anchor for your advisory firm’s digital marketing strategy, and bring more prospective clients to your firm by improving your organic SEO rankings.
In this blog, we go deep to help you figure out how to build a content calendar, write blogs that get hits, and stay consistent with your marketing.
Click here to read all about blogging for advisors.
Did you know all of our webinars are available on demand? If you missed one, click here to watch it whenever you’d like!
0512-OAT-02/12/2021
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