🚀The Flywheel 4.04.24: Fuel For Your Firm's Growth

[Orion Logo] 4.04.2024 The Flywheel [Orion Compare]( NEW SOLUTION Make Informed Investment Decisions: Orion Compare is Here! Orion has officially launched its Compare tool, now available to Orion Advantage users. Developed with a complete end-to-end experience in mind, Compare integrates data in real-time across the Orion Advantage Stack, including Portfolio Accounting, Orion Risk Intelligence, Orion Trading, Redtail CRM, Orion Communities Model Marketplace and more. This app streamlines complex processes, providing advisors with a seamless dashboard to effectively construct, analyze and communicate the simulated impact of portfolio changes to clients. Further, the tool's Smart Summary feature incorporates behavioral finance and AI to significantly enhance communication between advisors and clients. Orion’s integrated [BeFi20 assessment]( provides insights into clients' financial behaviors and attitudes, enabling advisors to tailor their advice. The Smart Summary uses information gathered in the BeFi20 assessment to translate complex financial data into clear, understandable narratives that are likely to resonate with the investor’s persona, helping clients grasp the implications of their investment choices. [Learn More]( [Post-Trade Supervision with Orion Compliance]( NEW SOLUTION Orion Bolsters Client Oversight Tool with Launch of Post-Trade Supervision Capabilities As revealed by Orion’s second annual [Wealthtech Survey](, nearly half (46%) of advisors are currently outsourcing aspects of compliance and regulatory reporting, with advisor interest in these services expected to increase by another 19% over the next three years. Moreover, 44% of advisors would rather avoid these tasks altogether. In response, Orion has expanded its Client Oversight tool with key features to simplify Post-Trade Supervision. [Learn More]( INDUSTRY INSIGHTS 🧠Mind, 📈 Market, ⚙️ Machine Get up-to-date market insights, discover how to leverage BeFi for investor guidance, and delve into cutting-edge technology to empower clients in reaching their financial milestones. [Person profile picture] Dr. Daniel Crosby Chief Behavioral Officer How can advisors best demonstrate their value in this new world we find ourselves in? [Find Out (E283) ->]( [Person profile picture] Rusty Vanneman, CMT, CFA, BFA Chief Investment Officer, Wealth Management Who does Orion Fixed Income serve and why do they end up going with Orion over the alternatives? [Learn More (E230) ->]( [Person profile picture] Tim Holland, CFA Chief Investment Officer, OCIO Tech-enabled financial professionals can quickly and simply incorporate tax-loss harvesting into their custom indexing strategy, facilitating nuanced investment management that’s transforming the advisor-client relationship. [Learn More ->]( [Person profile picture] Nikki Sweet Vice President, Product Design It’s essential for advisors to consider scalability when selecting and implementing technology solutions to ensure they are able to meet the evolving needs of their clients. [Learn More ->]( [Redtail CRM - FinMate AI integration]( INTEGRATION FinMate AI Integrates With Redtail CRM FinMate AI is the only AI Notetaker designed by Financial Advisors for Financial Advisors. FinMate AI transcribes and takes notes for your virtual, phone, and in-person meetings in the most useful format based on the meeting type. For example, Prospect, Discovery, and Review are different meeting types that have different note formats. FinMate also generates a follow-up email based on the conversation you had and provides insights into the sentiment of each participant. Push notes directly from FinMate to your Redtail CRM with this integration. [Learn More]( [SEC Marketing Rule]( WEBINAR Mastering the SEC's Marketing Rule: Navigating the Performance Advertising Landscape Join our exclusive webinar where a panel of seasoned Compliance Consultants dives deep into the intricacies of the SEC's groundbreaking Marketing Rule. Uncover the essentials of Performance Advertising and gain unparalleled insights on how Registered Investment Advisers (RIAs) can seamlessly navigate this evolving landscape. Don't miss this exclusive opportunity to elevate your understanding of Performance Advertising compliance. Register now to secure your spot in this enlightening panel discussion! [Register Now]( [Automation audit]( WEBINAR Transforming Tradition: The Automation Audit Advantage — Practice Management Takeover with Charesse Spiller Unlock efficiency and master automation in our focused session. We’ll cut through the complexity to provide you with a concrete plan for optimizing your workflows and embracing technology. Expect to dive into: - Direct Workflow Optimization: Learn to pinpoint and eliminate inefficiencies, setting a clear path for automation. - Maximize Redtail CRM: Specific strategies to leverage Redtail CRM for automation, enhancing your operational efficiency directly. - Clear Implementation Roadmap: From identifying opportunities to going live, follow our straightforward steps for successful automation integration. - Change Management Strategies: Equip your team for the transition with effective communication and training, ensuring a smooth shift to automated processes. By the end of this session, you will be equipped to transform your approach to process design and technology utilization, leading the way in innovation and efficiency. [Register Now]( [Orion SOC 2 Assessment]( SECURITY Orion Recently Completed Its SOC 2® Assessment At Orion, we continually invest in security best practices to ensure that our clients’ data stays safe and secure. As a part of an ongoing effort, we are excited to announce that we’ve successfully completed our SOC 2 report. The examination was conducted by [A-LIGN](, a technology-enabled security and compliance firm trusted by more than 4,000 global organizations to help mitigate cybersecurity risks. [Learn More]( [Latest Product Enhancements]( RELEASE NOTES Latest Product Enhancements For our full Release Notes and Knowledge Articles, go to Orion Connect and open the Orion Support App. Check out the latest Orion Tech Release Note Highlights at the link below: [Release Note Highlights]( [Better with BeFi newsletter]( NEWSLETTER Better With BeFi Direct from Dr. Daniel Crosby, Orion’s Chief Behavioral Officer, get your monthly dose of thought-provoking BeFi insights, questions, and quotes to help enhance your approach as an advisor. Each month, the Better With BeFi newsletter goes out to advisors eager to leverage the power of behavioral finance in their practice. Here's what you'll receive each month: - 5 Thoughts: Brief, actionable insights rooted in the latest behavioral finance research and Dr. Crosby's experiences. - 2 Questions: Thought-provoking questions designed to challenge your thinking and refine your practice. - 1 Quote: A piece of wisdom to inspire and motivate you as you navigate the complexities of our industry. Don't wait — sign up for free right now. [Sign Up Now]( [OAA icon] Standard Deviations Podcast: Balancing Candor and Compassion in Client Communications Through her training programs and Financial Fitness Coach certification, Saundra Davis has trained more than 2,000 professionals and has helped countless people develop healthy financial habits, navigate complex financial decisions, and achieve their financial goals. A thought leader with a fierce compassion for the community and a commitment to excellence, she’s regarded as the Financial Coach’s Coach. She has focused the lionshare of her efforts on helping people live with their money in a way that honors their values and the vision they hold for their futures. Saundra is on a mission to democratize access to financial services, which she believes will create stronger individuals, families, and communities. What You Get: 1 Hour CFP®, CIMA®, CPWA®, RMA® [Enroll Today]( [Start Course]( [Download the Android App]( [Download the Apple App]( Power Growth with Orion Schedule your demo today to learn how our integrated suite of fully connected, disruptive technology and open architecture investment solutions can fuel your firm’s growth. [Request a Demo]( [Orion Logo] Grow your firm with technology and investments that scale with you. [Orion Instagram logo]( [Orion Facebook logo]( [Orion Twitter logo]( [Orion LinkedIn logo]( 2024 Orion Advisor Solutions | 0819-OPS-4/4/2024 OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. For financial professional use only. Not intended for public distribution. Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use. Access to the Orion Compare tool (“Orion Compare”) is made available solely to customers of Orion Advisor Technology, LLC (“Orion”). Orion Compare does not make recommendations or determine the suitability of any security or strategy nor does past performance of a security or strategy guarantee future results. With respect to the data and information made available within Orion Compare, Orion does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use. [Manage]( your preferences | [Opt out]( using TrueRemove® Got this as a forward? [Sign up]( to receive our future emails. View this email [online](. [3131 Fite Cir Sacramento, CA | 95827-1801 United States](#) This email was sent to {EMAIL}. Continue receiving our emails, add us to your address book.