Tag Archives: Orion Advisor Services

FPPad Bits and Bytes for January 7

Posted on January 7, 2011 by in Bits & Bytes

2011 is off to a roaring start, and this week’s Bits and Bytes captures that fact.

Included are two stories on Orion Advisor Services’ new mobile app for advisors and their clients, two stories on TD AMERITRADE Institutional’s API for their Veo technology platform, and one article on a web-based tool to facilitate new Form ADV Part 2 regulatory filings.

Here are this week’s stories of interest:

Orion Advisor Services Launches App For Mobile Platforms from FPPad.com

In a continuation of 2010’s trend towards mobile device adoption, Orion Advisor Services, LLC of Omaha, Neb. announced today that it released applications for the Android and Apple iOS platforms.

and How Orion Advisor Services became a mobile device pioneer and how competitors plan to react from RIABiz.com

Eric Clarke of Orion Advisor Services is  making accessibility by mobile means a big strategic priority with the development of an Orion app for Droids, iPads and the like.

A Game Changer from Financial Advisor Magazine

TD Ameritrade becomes the first major custodian to open its database so it can integrate with virtually any software firm supporting RIAs.

TD Ameritrade Institutional reporting progress on its open API initiative from InvestmentNews.com

Third-party vendors are anxious to integrate with Veo, TD Ameritrade Institutional’s trading and account management platform and be able to securely exchange data.

ADV Help from Financial Advisor Magazine

This new Web-based platform helps RIAs easily update their regulatory reports.

Orion Advisor Services Launches App For Mobile Platforms

Posted on January 3, 2011 by in Technology

In a continuation of 2010’s trend towards mobile device adoption, Orion Advisor Services, LLC of Omaha, Neb. announced today that it released applications for the Android and Apple iOS platforms.

Click here to view the press release on PRNewswire.

Both advisers and their clients can download the app to their mobile device of choice, and Orion creates a custom label for the app to match the branding of their advisory firm. That ‘s a nice touch, especially for clients who may not be aware (or care) that their adviser’s portfolio reporting services are completed using Orion.

Check FPPad.com for more info on Orion’s app in the near future as we get our hands on it and test it on the iPad.

FPPad Bits and Bytes for November 12

Posted on November 12, 2010 by in Bits & Bytes

We had all-day working sessions with clients from Monday through Wednesday, but that didn’t stop us from collecting this week’s stories of interest:

Eight software vendors give insider accounts of their IMPACT 2010 booth experiences from RIABiz.com

Non-stop booth traffic — including visits from giant RIAs — suggests advisors came to Boston in a code-buying mood

Pershing believes its case for NetX360 as the Apple equivalent for advisors is solid from RIABiz.com

Fifteen months after launching what’s arguably the most ambitious technology platform in the market, Pershing’s NetX360 has lured 96% of the company’s 110,000 users to adopt the new technology.

For Intelligent Integration, X Marks The Spot, this month’s technology column at Morningstar Advisor.