OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced today breakthrough enhancements to its compliance ...

As one element of the new offering, Holistiplan, the award-winning tax planning software provider used by tens of thousands of financial advisors, and XYPN LIVE Advisor Tech Competition winner in 2019 ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, has unveiled the results of its inaugural wealthtech survey ...

Wealthtech company Orion Advisor Solutions has expanded its partnership with DPL Financial Partners, an insurance management platform for registered investment advisors, to provide direct access to ...

DPL Financial Partners and Orion Advisor Solutions today announced an expanded partnership to build upon the firms’ existing integration and provide fee-based financial advisors on the Orion Advisor ...

Orion Advisor Solutions, which is backed by Genstar Capital and TA Associates, has agreed to acquire Redtail Technology, a web-based client relationship management software firm serving the wealth ...

Omaha, Neb.-based Orion Advisor Solutions today announced that it has agreed to acquire Redtail Technology, a web-based client relationship management software firm based in Sacramento, Calif., that ...

Meta’s unveiling of its Orion augmented reality (AR) glasses at the Connect conference marks a significant leap in AR technology. Unlike virtual reality (VR) headsets, Orion offers a compact, ...