Wolfsen's Roadmap for Orion | Wealth Management
Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s businesses.
Source: wealthmanagement.com
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Orion Launches Compliance Technology Tool | Wealth Management
The newly-released tool seeks to automate processes, including share class monitoring.
United States Louis Giannini Exchange Commission Javelin Strategy Research Share Class Selection Disclosure Initiative Orion National Ascent
Source: wealthmanagement.com
Orion Brings Acquisition Components Together in One Unified Platform
The wealthtech company will also slow down its pace of acquisitions, as it focuses on bringing its tech components together into one platform.
Source: wealthmanagement.com
The latest in financial #AdviserTech — December 2021
The December edition kicks off with the big news that Halo Investing has raised a $100 million Series C round to fuel ongoing growth.
United States Orion Adviserservices Orion Brinker Vestwell Sumday Financial Advisertech Solutions Tifin Group
Source: investmentnews.com
Orion acquires compliance management software platform BasisCode
The aim is to improve investor outcomes in the advisor-client relationship.
Source: intelligentinsurer.com
Orion Acquires RegTech Provider BasisCode
Already working with more than 400 firms, BasisCode's compliance tech features will be incorporated into Orion's advisor offering.
Carlos Guillen Pine Advisor Solutions Orion Advisor Solutions National Regulatory Services Basiscode Compliance Kylee Beach
Source: wealthmanagement.com
Orion Acquires RegTech Provider BasisCode
Already working with more than 400 firms, BasisCode's compliance tech features will be incorporated into Orion's advisor offering.
Carlos Guillen Pine Advisor Solutions Orion Advisor Solutions National Regulatory Services Basiscode Compliance Kylee Beach
Source: wealthmanagement.com
Orion Acquires Industry - Leading Compliance Management Software Platform
It enhances Compliance controls and decision - making to safeguard each firm and its clients. Over ... primary developer of the MPEG - H 3D Audio standard, ...
Basiscode Compliance Compliance Management Software Platform Sony Corporation Orion Acquires Industry
Source: zazoom.it
Orion Acquires RegTech Provider BasisCode
Already working with more than 400 firms, BasisCode's compliance tech features will be incorporated into Orion's advisor offering.
Carlos Guillen Pine Advisor Solutions Orion Advisor Solutions National Regulatory Services Basiscode Compliance Kylee Beach
Source: wealthmanagement.com
Orion Acquires RegTech Provider BasisCode
Already working with more than 400 firms, BasisCode's compliance tech features will be incorporated into Orion's advisor offering.
Carlos Guillen Pine Advisor Solutions Orion Advisor Solutions National Regulatory Services Basiscode Compliance Kylee Beach
Source: wealthmanagement.com