Orion Advisor Services Announces Fourth Annual Fuse Conference with Emphasis on Fintech Integrations
OMAHA, Neb., June 27, 2017 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors, announced it will host its fourth annual Fuse Conference September 7-10 in Park City, Utah. Fuse is the wealth management industry's leading conference dedicated to technology, attracting prominent financial services technology developers and programmers.
This year, the official event theme is integration with an eye towards creating interactive presentations with clients. Fuse will highlight Orion's integration widgets, which embed Insight tiles into partner applications as well as an Integration Center that automates sign-up and authentication from Orion to its partners.
The central event of Fuse is the "hackathon," a coding competition hosted by the most innovative names in fintech. In accordance with this year's theme, participants will create cutting-edge products to integrate into Orion. Coders will likely take note of the Trends and Insight dashboard apps Orion launched this year, which allow companies to arrange their own data into a customized dashboard and create interactive client presentation tools. In addition to the coveted Best in Show award, the 2017 Hackathon offers many categories including Best use of API, Best Newcomer, and Best New Financial Planning Integration.
"It's a privilege to see the industry's leading minds as they build innovative solutions for industry problems, year after year at Fuse," said Orion CEO Eric Clarke. "Orion is proud to create a venue that consistently inspires participants to create highly dependable solutions and to see the collaboration that goes into each design."
Fuse 2017 will feature prominent industry innovators as judges for the hackathon, with some notable additions this year. Returning judges are Joel Bruckenstein, president of Technology Tools for Today; Michael Kitces, publisher of Nerd's Eye View; Bill Winterberg, technology consultant at FPPad.com; JD Bruce, president of Abacus Wealth Partners; Billy Oliverio, vice president of United Planners; Ryan Beach, president of CLS Investments; and Tina Powell, director of business management at Beacon Wealth Management. Joining that line-up are first-time judges Heather Fortner, chief compliance officer and chief operating officer at SignatureFD; Spencer Segal,CEO of ActiFi and Shannon Spotswood, president of RFG Advisory.
"Last year at Fuse, RIA in a Box developed a compliance integration with Orion that is designed to help allow RIA firms to more efficiently and effectively automate employee trade monitoring and supervision regulatory requirements. Fuse has provided us immeasurable value, helping us grow our business to new levels," said RIA in a Box CEO G.J. King, whose firm won "Best in Show" at Fuse the last two years. "Fuse provides industry innovators with the opportunity to improve the interface between advisors and their software, and we look forward to another advantageous event this year."
The 2016 Fuse conference brought together 90 attendees from 30 participating firms, and this year Orion expects nearly 100 attendees from around the country.
Fuse is open to all developers who work with Orion. For more information about Fuse check out #FuseUtah on Twitter or request an invitation at Fuse2017.com.
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 1,000 firms, have $450 billion in AUA and over 1.5 million accounts.
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SOURCE Orion Advisor Services, LLC
