The Best in Fintech News: The Top 10 Orion Blogs of 2019
The Orion Blog's top 10 posts of 2019 highlighted key fintech innovations and features including client relationship tools, enhanced search speed, the launch of the Inform employee trade monitoring tool, popular time-saving tech features, tax loss harvesting tips, and industry awards recognizing Orion's leadership and products.
From the top fintech news and awards to features on the latest innovations and endless tips for end users, the Orion Blog delivered hundreds of original articles over the past year.
Check out what posts you and all of the other Orion Blog followers read the most with this look at our top 10 blogs of 2019:
No. 10: Help Clients Feel the Love
Orion provides innovative and useful technology to streamline your business so that you can focus on those important client relationships. This Valentine’s Day-themed blog created a shortlist of five tools to help clients feel the love in their relationship with their advisors.
No. 9: The Need for Search Speed
In September, Orion improved the Orion Connect search bar to provide quicker access to the data users want and need. This enhancement was very popular with blog readers.
No. 8: Launch of Inform
All RIA firms must meet SEC requirements for personal securities trading. Orion launched Inform, a new employee trade monitoring tool, in February to help firms automate manual processes such as front-running reviews for firm-wide trading analysis, tracking employee trades from over 1,000 custodians, and more.
No. 7: Can’t-Miss Summer Tech Hits
To celebrate the summer solstice, Orion put together a list of some of its most popular time-saving features to help users avoid tedious back-end tasks. Whether it’s the longest day or shortest day of the year, Orion aims to support its users.
No. 6: Tax Loss Harvesting Tips
The top Tech Tip Tuesday blog of the year explored the tax loss harvesting tools available in Eclipse™ trading and ASTRO, showing how these products provide tax-efficient portfolio solutions.
No. 5: Orion Honored with Industry Awards
Orion was honored with several industry awards in 2019. Founder and CEO Eric Clarke was awarded the designation of an InvestmentNews Innovator in April, and ASTRO and Chief Marketing Officer Kelly Waltrich were recognized by WealthManagement.com.
No. 4: Ascent on the Road
Instead of one big user conference, in 2019 Orion took Ascent on the road, visiting cities from Boston to Santa Monica. A mid-year update shared highlights from three events filled with tech training, networking opportunities, and one-on-one consultations.
No. 3: Orion Rebrand Announcement
In April, Orion Advisor Tech’s parent company, NorthStar Financial Services Group, announced that the technology company, along with FTJ FundChoice (now Orion Portfolio Solutions), CLS Investments, and Constellation Trust Company, would be unified under the Orion brand. This unification aimed to deliver a more robust and connected advisor experience.
No. 2: Orion Acquires Advizr
When Orion acquired Advizr, a financial planning and client experience technology platform, in July, it gave advisors new tools to connect and collaborate with their clients, boosting satisfaction by exceeding expectations.
No. 1: Winning the Fee War
In early October, Charles Schwab announced it was eliminating commissions for online trading of U.S. stocks, causing a major disruption in the finance industry. Orion’s top blog of 2019 explored why advisors and their clients are the real winners in this fee war.
Want to parlay our blog tips and fintech news into success for your firm in the new year? Contact us to schedule a demo and find out how Orion can help you simplify processes, streamline communication, and drive growth.