Orion Takes Home Second WealthManagement.com Award

On October 11, Orion attended the WealthManagement.com Executive Forum and Industry Awards. The event, held at New York City’s Plaza Hotel, recognizes the companies and organizations that support financial advisors.

Orion was named as a finalist for three awards in the Technology Provider category – Innovation Platform for Ascent, Compliance for our Advisor Fee Benchmark, and Rebalancing for Eclipse™.

Because we received three nominations, we were excited about the possibility of taking home an award.

We were honored to receive the Technology Provider’s award in Compliance for our Advisory Fee Benchmark, which you can find in the Orion Trends app.

The Advisory Fee Benchmark is a powerful communication tool that gives Orion advisors the power to see how their fee schedules stack up against all other advisors using Orion, provides more transparency to the advisor-client relationship, and ultimately enables advisors to better communicate the value they provide by showing how their fees and services compare to industry averages.

The Advisory Fee Benchmark contains advisory fee data for all the firms utilizing Orion’s platform, including registered investment advisors, investment advisor representatives, broker-dealers, and others.

To learn more about our award-winning tool, check out this blog post.

At last year’s awards, Orion took home the award for Portfolio Management, Accounting, and Performance Reports. We couldn’t be more thrilled to be named a winner for the second year in a row.

And in case you weren’t in attendance, here’s a few highlights:

Thanks to entire Orion team for your hard work in creating innovative solutions for advisors. We’re extremely proud of our team and we’re already looking forward to next year’s event!

Thank you to WealthManagement.com for this special recognition, and thank you to all the event sponsors for an amazing night.

Congratulations to all of the award winners!



About Joe Leyboldt
Joe Leyboldt serves as the Director of Orion's Technology Support. Joe is a native of Arizona and loves running, coffee, Nebraska football, and skinny jeans.