[vc_row type=”full_width_background” full_screen_row_position=”middle” bg_image=”26401″ bg_position=”left top” bg_repeat=”no-repeat” bg_color=”#00adee” scene_position=”center” text_color=”light” text_align=”center” bottom_padding=”8%” class=”orion-ba-video-series-header” id=”fanid” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” top_padding=”40px” text_align=”left” css=”.vc_custom_1563570891056{margin-bottom: 0px !important;padding-top: 40px !important;}”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”]
[/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][/vc_column_inner][/vc_row_inner][vc_column_text el_class=”orion-ba-video-series-headline” css=”.vc_custom_1610571570197{padding-top: 8% !important;}” max_width=”800px”]

Thinking About Becoming an Independent Advisor?

[/vc_column_text][vc_raw_html]JTNDc3BhbiUyMGNsYXNzJTNEJTIyb3Jpb24tZG90JTIyJTNFJTNDJTJGc3BhbiUzRSUzQ3NwYW4lMjBjbGFzcyUzRCUyMm9yaW9uLWRvdCUyMiUzRSUzQyUyRnNwYW4lM0UlM0NzcGFuJTIwY2xhc3MlM0QlMjJvcmlvbi1kb3QlMjIlM0UlM0MlMkZzcGFuJTNFJTBBJTNDc2NyaXB0JTIwc3JjJTNEJTIyJTJGJTJGZG92bWNrdXRmMjkzdy5jbG91ZGZyb250Lm5ldCUyRmNvbnRhaW5lciUyRk52UUtWZ2hzZVZVcjN5Wi1vcmlvbi5taW4uanMlMjIlM0UlM0MlMkZzY3JpcHQlM0UlMEE=[/vc_raw_html][vc_column_text max_width=”810″]Orion’s Financial Advisor Technology Powers the Breakaway Journey

The decision to break away from a wire house or IBD and pursue your independence is a big one—and doing so requires the support of an experienced technology partner.

At Orion, we’re more than just a suite of solutions, and the road to becoming an independent advisor isn’t just about technology. That’s why we’ve created the Breakaway Resource Center, a central hub for financial advisors ready to make the next move in their career.[/vc_column_text][/vc_column][/vc_row][vc_row type=”full_width_background” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”60px” bottom_padding=”60px” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text css=”.vc_custom_1610570476694{margin-top: 10px !important;margin-bottom: 10px !important;padding-top: 80px !important;padding-bottom: 40px !important;}”]

Making the Break: Register Now for Orion’s Breakaway Bootcamp

[/vc_column_text][vc_row_inner column_margin=”default” text_align=”center” class=”fourpad”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ el_class=”desk-80″ width=”1/1″ column_border_width=”none” column_border_style=”solid”][vc_column_text]Whether you’re just starting out on your breakaway journey, or you’ve already established your independence, setting up your RIA can be exhilarating, daunting, and, at times, isolating. But you aren’t alone. 

Join our virtual Making the Break bootcamp for actionable advice and best practice tips from a panel of advisors who have been in your shoes, along with valuable sessions from industry thought leaders and market experts.

April 7, 2021

Register Now[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner column_margin=”default” text_align=”left” css=”.vc_custom_1563571490148{padding-right: 4% !important;padding-bottom: 70px !important;padding-left: 4% !important;}”][vc_column_inner column_padding=”padding-5-percent” column_padding_position=”all” background_color_opacity=”1″ el_class=”mobilehide” width=”1/2″ column_border_width=”none” column_border_style=”solid” offset=”vc_hidden-sm vc_hidden-xs”]

[/vc_column_inner][vc_column_inner column_padding=”padding-3-percent” column_padding_position=”all” background_color_opacity=”1″ el_class=”salesforce-box” width=”1/2″ column_border_width=”none” column_border_style=”solid”][vc_column_text css=”.vc_custom_1610570330477{padding-right: 7px !important;padding-left: 7px !important;}”]

The Breakaway Advisor Starter Pack

In this essential bundle for emerging independent advisors, you’ll discover secrets for evaluating the vast advisor technology landscape, tips for making the most out of your next tech demo, and one breakaway advisor’s experience with Orion’s onboarding process.
[/vc_column_text][vc_column_text css=”.vc_custom_1606839222381{padding-top: 40px !important;}”]Request Resource[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row type=”full_width_background” full_screen_row_position=”middle” bg_image=”26392″ bg_position=”center center” bg_repeat=”no-repeat” scene_position=”center” text_color=”dark” text_align=”center” top_padding=”60px” bottom_padding=”60px” id=”icon-boxes” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text el_class=”orion-ba-video-series-headline” css=”.vc_custom_1610460989742{padding-top: 70px !important;padding-bottom: 5% !important;}”]

Explore Orion’s Suite of Solutions

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[vc_column_text]

REPORTING

[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”]
[vc_column_text]

BILLING

[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”]
[vc_column_text]

CLIENT EXPERIENCE

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner column_margin=”default” text_align=”left” class=”fivesevenfive” css=”.vc_custom_1603209155621{padding-bottom: 0px !important;}”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”]
[vc_column_text]

TRADING

[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”]
[vc_column_text]

COMPLIANCE

[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”]
[vc_column_text]

BUSINESS INTELLIGENCE

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner column_margin=”default” text_align=”left” class=”fivesevenfive” css=”.vc_custom_1563571848016{padding-bottom: 50px !important;}”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”]
[vc_column_text]

MARKETING

[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”]
[vc_column_text]

DATA SERVICES

[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”]
[vc_column_text]

FINANCIAL PLANNING

[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”center” top_padding=”60px” bottom_padding=”60″ id=”thenumbers” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text el_class=”orion-ba-video-series-headline” css=”.vc_custom_1563571926827{margin-bottom: 10px !important;padding-top: 60px !important;}”]

By The Numbers: The Orion Effect

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2,100+

advisory
firms served[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][vc_column_text]

$1.3T

In Assets Under
Administration

[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][vc_column_text]

3.9 Million

Accounts Managed

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner column_margin=”default” text_align=”left” class=”eighthundred”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][vc_column_text]

75

of the top 100 Independent
Broker Dealers

[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][vc_column_text]

4

of Barron’s Top
6 Firms

[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][vc_column_text]

25%

of Firms
Have $1B+

[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row type=”full_width_background” full_screen_row_position=”middle” bg_image=”26344″ bg_position=”left top” bg_repeat=”no-repeat” bg_color=”#fafafa” scene_position=”center” text_color=”dark” text_align=”center” top_padding=”20″ bottom_padding=”60″ id=”graysection” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text css=”.vc_custom_1610461107536{margin-top: 40px !important;margin-bottom: 10px !important;}”]

Your Independence, Bundled

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With over 100 integrations and a flexible open API framework, Orion empowers you to create the platform that works best for your new business.

[/vc_column_text][vc_row_inner column_margin=”default” text_align=”left” class=”eighthundred” id=”checkboxrow”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/4″ column_border_width=”none” column_border_style=”solid”][vc_column_text]Available from OrionSalesforce
Available from OrionRedtail
Available from OrionJunxure
Available from OrionWealthBox[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/4″ column_border_width=”none” column_border_style=”solid”][vc_column_text]Available from OrioneMoney
Available from OrionMoneyGuide
Available from OrionNaviplan
Available from OrioninStream[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/4″ column_border_width=”none” column_border_style=”solid”][vc_column_text]Available from OrionRiskalyze
Available from OrionHiddenLevers
Available from OrionFinMason
Available from OrionTolerisk[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/4″ column_border_width=”none” column_border_style=”solid”][vc_column_text]Available from OrionFidelity
Available from OrionPershing
Available from OrionSchwab
Available from OrionTD Ameritrade[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row type=”full_width_background” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”center” top_padding=”60px” bottom_padding=”60″ class=”orion-ba-video-series-header ” disable_element=”yes” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text css=”.vc_custom_1563571372766{margin-top: 40px !important;}”]

About Orion

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1999

Founded

[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/6″ column_border_width=”none” column_border_style=”solid”][vc_column_text]

800B+

AUM

[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/6″ column_border_width=”none” column_border_style=”solid”][vc_column_text]

1800+

ADVISORY
FIRMS

[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/6″ column_border_width=”none” column_border_style=”solid”][vc_column_text]

125+

WITH $1B
IN AUM

[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/6″ column_border_width=”none” column_border_style=”solid”][vc_column_text]

95%

CLIENT
RETENTION RATE

[/vc_column_text][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/6″ column_border_width=”none” column_border_style=”solid”][vc_column_text]

100+

INTEGRATIONS

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_raw_js]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[/vc_raw_js][/vc_column][/vc_row][vc_row type=”full_width_background” full_screen_row_position=”middle” bg_color=”#ffffff” scene_position=”center” text_color=”dark” text_align=”center” top_padding=”50″ bottom_padding=”50″ class=”contact-pop” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text css=”.vc_custom_1610461130048{margin-bottom: 10px !important;padding-top: 20px !important;}”]

How Can We Help Your Transition?

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Get in touch to learn more about how Orion’s financial advisor technology can help jumpstart your journey to independence.

[/vc_column_text][nectar_btn size=”large” button_style=”regular” button_color_2=”Accent-Color” color_override=”#bed53c” icon_family=”none” text=”Let’s Talk” url=”#”][/vc_column][/vc_row][vc_row type=”full_width_background” full_screen_row_position=”middle” bg_color=”#17639c” scene_position=”center” text_color=”dark” text_align=”center” top_padding=”0″ bottom_padding=”3%” id=”orion-ba-video-series-featured-wrapper” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text css=”.vc_custom_1562957295977{padding-top: 30px !important;}”]0692-OAS-7/10/2019[/vc_column_text][/vc_column][/vc_row]