OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Services, LLC ("Orion"), the premier portfolio management solution provider for registered investment advisors, will take its flagship Ascent user conference on the road in 2019, hosting eight micro-events strategically located throughout the country.
In a departure from its prior format that attracted roughly 800 advisors and 45 tech partners in September 2018, the Ascent on the Road events will be held jointly with Orion’s integration partners. These co-hosted events will provide targeted training sessions, inspirational keynotes, access to industry experts, and one-on-one tech consultations all geared toward helping advisors—both existing platform users and those looking to leverage new technology—learn how to “Innovate on the Fundamentals.”
“Today, advisors are continuously challenged to disrupt their business, which can seem like a daunting task,” said Eric Clarke, CEO of Orion. “With Ascent on the Road, we want to show advisors that in order to innovate, disrupt and win, they don’t have to flip their business on its head. They can ‘Innovate on the Fundamentals’ by simply reimagining ways to provide value and powerful experiences with the help of smart and scalable technology solutions.”
Launching Ascent events across the U.S. in 2019 will make these experiences more intimate and accessible than ever before. Advisors can participate in Ascent on the Road in the following cities:
- March 11-12 in Atlanta, Georgia in partnership with Redtail
- March 25-27 in Scottsdale, Arizona in partnership with MarketCounsel
- April 25-26 in Charlotte, North Carolina in partnership with MoneyGuide
- May 8 in Chicago, Illinois with Carson in tandem with the Carson Excell conference
- June 11-12 in San Francisco, California in partnership with Riskalyze and Schwab Advisor Services
- July 10-11 in Santa Monica, California in partnership with Dimensional Fund Advisors
- August 7-8 in Boston, Massachusetts in collaboration with Fidelity Clearing & Custody Solutions®
- September 4-6 in Denver, Colorado with the Orion Advisory Board
“Orion works with so many advisors who share our same passion and dedication for winning in their business,” said Randy Lambert, President of Orion. “As we kick-off this series of events in 2019, I am confident that the training, consultation, and support offered along the way will help even more firms unlock their full potential!”
Fuse is traveling, too!
Additionally in 2019, Orion is presenting its annual integration-innovation event, FUSE, in conjunction with its Ascent on the Road events, and launching mini hackathons at each stop along the way. For the last five years, FUSE has brought together the best advisor technology firms to build new integrations for Orion advisors. Each year the hackathon event has evolved to reach new heights, and this year is no different.
“Whether attendees already use our platform or they are part of the greater financial services community and would like to find ways to improve their business, bringing FUSE on the road with Ascent will create even more opportunities to drive innovation inspired by advisor feedback,” said Jeff Kliewer, Director of Integrations Partnership and Support at Orion.
For more information on attendance and sponsorship opportunities, visit www.OrionAscent.com.
Orion Advisor Services, LLC 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 nearly $750 billion in AUA and over 2 million accounts. For more, please visit www.orionadvisor.com or follow our news and insights via our blog.
Fidelity Clearing & Custody Solutions® and National Financial Services LLC (together Fidelity®) are independent companies, unaffiliated with Orion Advisor Services, LLC. Fidelity is a service provider to Orion Advisor Services, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between Orion Advisor Services, LLC and Fidelity, nor is such a relationship created or implied by the information herein.
Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 875610.1.0