Fidelity & Orion Partnership
Integrations
Digital Account Open Data in Orion Connect
The new Fidelity Digital Account Open Workflow enables you to open new Fidelity accounts in just minutes—and 100% online. The integration works by automatically pushing data from Orion’s New Account Center directly to the Wealthscape℠ new account workflow.
What else is new?:
- Real Time Account Data on Insight
- Single Sign-on from Orion to WealthscapeSM Pages
Previous integrations include:
- Integrated data feed for easy cross-platform updates
- FIX Trading for equities and ETFs
Marketing Materials
Streamline Your Back-Office Processes with Fidelity Clearing Custody Solutions® & Orion
Fidelity Clearing & Custody Solutions® Digital Account Open Tool Benefits and Set Up
Fidelity Clearing & Custody Solutions® Digital Account Open Tool Benefits and Set Up
About OrionOur Partnership by the numbers
Partnership Growth over the last two years
What our customers are saying
“With the ability to customize our mobile experience & integrate outside data, we’ve built an app that our clients actually like and use.”
“We are servicing approximately 10% more client households with the same staff because of the efficiencies we’ve realized.”
“The major benefit to our firm from Orion at this point has been the efficiency and speed of our quarterly billing process.”
Product Roadmap
This single portal will:
- We think one client portal is plenty. That’s why we’re announcing the Orion One Portal Project, which will combine our two portals into a single platform for clients to access all the tools they need to manage their wealth and collaborate with their advisor.
This single portal will:- Display financial planning and portfolio data side-by-side to empower more effective collaboration and conversation
- Streamline both advisor and client workflows
- Create a firm-specific look and feel supported by Orion’s premier planning, reporting, and portfolio management tools
- The advisor-client relationship isn’t just the core of what you do, it is a clear pattern that can be iterated on and improved. That’s why we have distilled the process into four broad stages: Prospect, Plan, Invest, and Achieve. Each of these categories invites advisors to look at how their resources and priorities stack up to what their clients demand: a tech-enabled fiduciary process to strengthen client relationships and future proof their businesses. As we move forward with development and how we communicate those developments, this is how we will frame our progress.
Enhancements Coming Soon
-In the coming weeks, our re-imagined homescreen will be released to users. For more information on how this will be a game-changer for the way advisors run their business, visit orionadvisortech.com/reimagined/
THIS UPDATE AND MORE COMING THIS YEAR!
In The News
Check out what’s happening at Orion, including our unification under the Orion brand.
Business Development Team
New & Emerging Advisors
Expand Your Orion Contract
Large & Growing Firms
West Region
Sean Hollingshead leads a team that works with Orion firms to demonstrate the value of add-on products, including Eclipse Trading, ASTRO, and Inform. He believes the best method of sales is to take an honest approach with advisors. He is dedicated to keeping the interests of Orion and advisors in mind when putting together deals.
northwest
Ashley Heinzman is responsible for supporting advisors in Orion’s Northwest territory. She works with advisors during their initial review of Orion and coordinates the first steps for their due diligence process. Ashley also supports Orion’s V.P. of Business development by undertaking follow-up tasks related to advisors’ due diligence.
Southeast Region
As Senior Vice President of Business Development at Orion, Joel Hurst works directly with advisory firms across the southeastern United States. He is dedicated to taking a consultative approach with new and prospective advisors. Joel began his career at Orion in 2004 as an account manager, and he later took on the position of Institutional Service Manager before starting his current position. During his many years at the company, Joel is responsible for bringing hundreds of new firms to Orion along with millions in new revenue.
Enterprise Sales
As Senior Vice President of Regional Sales at Orion, George Svagera is responsible for connecting with financial advisors across the southwestern United States. George is dedicated to truly understanding the unique needs of advisors and what they’re trying to accomplish with their technology. He works every day to have a positive impact on advisory firms by helping them use Orion’s technology to improve efficiency and drive growth.
Enterprise Sales
Ryan Donovan joined Orion in 2014 to establish a local presence in the Northeast. Ryan is a New York native and self proclaimed gastronomist who enjoys golf, travel and relaxing at home with his wife and kids.
Great Lakes Region
In his role as VP of Regional Sales, Paul Wick delivers the breadth of Orion’s technology solutions to advisory firms across the Midwest. When meeting with RIAs, Paul is dedicated to taking a truly consultative approach and understanding the unique needs of advisors to provide the best solutions for their business. Before beginning his career at Orion, Paul helped advisors grow their businesses with technology solutions at TD Ameritrade and later at Gemini Alternative Funds. His professional background has given Paul a unique perspective on finding and fulfilling the technology needs of advisors.
Central Region
As Vice President of Regional Sales at Orion, Ben Frantz is responsible for partnering with prospective firms across the south-central United States.
Before beginning his current role, Ben worked on the service side at Orion as an account manager, then moved to internal sales. Ben’s background gives him a unique perspective that allows him build relationships with prospective firms. He’s dedicated to taking a consultative approach to the sales process, by listening to firms and fully understanding their needs.
Southeast Region
Joe Badalucco is responsible for many facets of Business Development in Orion’s Southeast territory. His primary focus is to speak with advisors and determine if Orion’s tech solutions are a good fit for their business, demonstrate Orion’s technology, and provide consultative answers throughout advisors’ due diligence process. He strives to help advisors achieve streamlined business practices through the added efficiency Orion can provide.
Northeast Region
Ryan Donovan joined Orion in 2014 to establish a local presence in the Northeast. Ryan is a New York native and self proclaimed gastronomist who enjoys golf, travel and relaxing at home with his wife and kids.
Mergers and Acquisitions
Josh Benson helps financial advisors streamline their processes, and he works to increase internal efficiencies by leveraging Orion’s portfolio management solutions. He has a proven track record at Orion of working closely with advisors to provide consultations, training sessions, and service.
Mergers and Acquisitions
As Vice President of Business Development, Jina Horton helps advisors navigate the tech options available to them and provides a consultative approach to understanding advisors’ needs. Jina started with Orion within the service and operations teams. She enjoyed having genuine conversations with advisors who were considering partnering with Orion, and her top priority was making sure we were the right fit for their growing firm. This background has driven Jina’s dedication to offering guidance for advisors and helping them discover new efficiencies.
Northeast Region
Breten Williams works with prospective advisors throughout the Midwest to answer questions, host demos, and take care of various other requests. He also meets with current clients, regularly attends conferences to promote Orion, and helps to move the sales process forward.
Great Lakes Region
Central Region
In her Business Development role at Orion, Meghan Castinado specializes in developing and executing strategies to increase awareness of Orion’s technology to advisory firms across her territory. She takes on a consultative approach to discover areas where advisors can streamline their business.
Meghan joined Orion in 2012 and has held various roles throughout the years – ranging from operations, sales and leadership. She currently holds the FINRA Series 65 license and is a member of the TeamMates Mentoring program along with the Greater Omaha Young Professionals.
West Region
In his Business Development role at Orion, Tyler Vacek works directly with financial advisors to promote the vast capabilities of Orion’s technology. He is responsible for moving opportunities through the business pipeline by demonstrating Orion’s tech tools to advisors and staying in frequent contact with prospective firms. Tyler is a big believer in working to understand each firms’ unique needs without wasting advisors’ valuable time.
Have Any Questions?
Eddie Sempek is our Senior VP of Strategic Relationships.
Eddie oversees relationships with our custodial partners, integration partners, and industry consultants. Contact Eddie with any questions!
Marketing Questions?
Amanda is responsible for overseeing our marketing efforts with our integration, custodial and industry partners. Contact Amanda with any questions!