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Press Release
Oct 9, 2018
InterGen Data to Provide 'Predictive Life Event' Capabilities on Orion Advisor Platform
New integration will help financial advisors deliver the next generation of digital advice.
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Press Release
Aug 27, 2018
FinMason to Power Native Monte Carlo Capabilities on Orion Platform
Advisors can now access FinMason's Five-Minute Financial Plan™ - a financial planning analytics tool - directly within the Orion platform
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Press Release
Sep 19, 2017
FinMason Competes in 2017 FUSE Hackathon, Wins Award
Five-Person Team Makes Strong First Impression with Technical Skills, Work Ethic and Client-Centered Focus
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