FUSE Participants Draw on Rich Orion Data to Fuel New Integrations

Support from sponsors energizes ‘Tech’s Got Talent’ contest at Orion’s first Ascent/FUSE joint event

OMAHA, Neb.--()--Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting provider for registered investment advisors, is proud to empower the contest entrants of FUSE 2018’s “Tech’s Got Talent” with the rich data and open API architecture that are the hallmarks of the Orion platform. Celebrating collaboration among its integration partners, Orion’s inaugural Ascent/FUSE joint event, held Sept. 5-7, 2018 at the Fontainebleau Hotel in Miami Beach, Florida, will be an unparalleled opportunity to foster innovation and propel the growth of Orion advisors.

An all-star panel of FUSE judges have chosen the top entrants for this year’s inaugural “Tech’s Got Talent” event, which challenges integration partners to implement ideas for improvements identified by Orion’s Advisory Board members and dream up their most game-changing innovations making use of the Orion platform. They will have the chance to bring these ideas to life in a marathon poolside coding session at a private waterfront villa.

This year’s FUSE judges include Joel Bruckenstein of Technology Tools for Today; Ryan Beach, CEO of CLS Investments; Heather Fortner, CCO and COO of SignatureFD; Billy Oliverio, senior vice president and CMO of United Planners; Aaron Schaben, executive vice president of Carson Group; Spenser Segal, CEO of ActiFi; Shannon Spotswood, president of RFG Advisory; Min Zhang, head of Digital Products at United Capital; and Bill Winterberg, founder of FPPad.

“Our advisors provided us with their integration priorities and we are excited to get them implemented,” said Brad Burgess, Orion’s chief technology officer. “We believe true innovation centers on listening to our advisors, collaborating with our partners, and transforming advisor-driven feedback into reality.”

Orion’s technology partners that will be working to bring their integration ideas to life during this year’s FUSE event are:

  • AdvisoryWorld
  • BlackRock
  • CLS
  • Dimensional Fund Advisors
  • Everplans
  • FinMason
  • InterGen Data
  • Investment POD
  • Junxure
  • MoneyGuidePro
  • Quik!
  • Redtail
  • Riskalyze
  • Salesforce
  • SaleMove
  • Schwab
  • Wealth Access

After a whirlwind week of drawing on their programming skills and Orion’s repository of data, the finalists will then present their new tech on the last day of Ascent, where a live, voting audience of advisors and judges will join forces to choose a winner.

“‘Tech’s Got Talent’ is a golden opportunity for advisors on our platform to engage directly with the people who build the tools they use every day,” said Eric Clarke, founder and CEO of Orion. “Combining Ascent, our user training conference, and FUSE, our integration partner development conference in a single location lets us bring our advisors and tech partners even closer together.”

Generous support from this year’s Ascent/FUSE sponsors makes it possible for Orion to create these opportunities for advisors and tech partners to make real, face-to-face connections. Sponsors include:

Platinum Sponsor:

  • SaleMove, a provider of enterprise solutions for delivering a high-touch, in-person customer experience online.

Gold Sponsors:

  • Quantum, specializing in scale-out storage, data protection and archiving.
  • TCA by E*TRADE, a leading RIA custodian since 1972.
  • TD Ameritrade Institutional, providing comprehensive brokerage and custody services to more than 6,000 fee-based, independent RIAs.

Silver Sponsors:

  • Advicent, AdvisoryWorld, BlackRock, Brookstone Capital, eMoney Advisor, Everplans, FIX Flyer, FTJ FundChoice, iCapital Network, Investment POD, Mindflash, Quovo, Riskalyze, and Russell

Bronze Sponsors:

  • Allianz, Asset-Map, Chicago Clearing Corp., Dimensional Fund Advisors, Equity Advisor Solutions, FinMason, HiddenLevers, Kwanti, MarketCounsel, MoneyGuidePro, Morningstar, my529, Redtail, RIA in a Box, Sawtooth, Schwab, Totum Risk, United Capital, Vera Security, and Wealth Access

Additional Sponsors:

  • ActiFi, AdvicePay, Boss, Gregory FCA, Mosaik Consulting, RightCapital, and Yastrow and Company

“I am grateful to all of our sponsors and partners for making our 2018 Ascent and FUSE events possible,” Clarke said. “Their support allowed us to create a combined, flagship event where we can bring advisors and fintech leaders under one roof to unlock the full potential of our platform and fuel our clients’ growth.”

To learn more about Ascent 2018 and reserve your spot, click here.

About Orion

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than $675+ billion in AUA and over 2 million accounts. For more, please visit www.orionadvisor.com or follow our news and insights via our blog.


Orion Advisor Services, LLC
Kelly Waltrich
Chief Marketing Officer


Orion Advisor Services, LLC
Kelly Waltrich
Chief Marketing Officer