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
Basiscode Compliance News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Basiscode Compliance Today - Breaking & Trending Today
Orion Launches Compliance Technology Tool | Wealth Management
The newly-released tool seeks to automate processes, including share class monitoring.
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.
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