FinovateFall 2019 / Orion

Presenter Profile:

How they describe themselves: Orion Advisor Solutions offers a personalized financial management continuum, including best in class advisor technology and investment solutions to help fiduciary-minded advisors realize their unique vision for success. Through our subsidiary organizations, Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Constellation Trust Company, our clients range from boutique RIAs to enterprise-level firms.

How they describe their product/innovation: Eclipse is Orion’s fully-intergrated trading and rebalancing platform. We have add the power of ASTRO’s institutional grade portfolio optimization engine directly into Eclipse.  By embedding ASTRO into Eclipse, Advisors are able to leverage the mass customization ability of ASTRO navitvely within Eclipse.  Not only are Advisors able to create custom Direct Indexing solutions, they are able to provide client specific overlays to any strategy which includes custom ESG solutions.

Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms, licensed


Bus. Dev.: Kyle Hiatt, EVP

More Videos: FinovateFall 2019