About the WealthManagement.com 2020 Wealthies Circle
The Wealthies Circle is a unique gateway to the WealthManagement.com 2020 Industry Awards program. It’s home to this year’s finalist and winner initiatives and related content; serves as the entryway to our Live Virtual Awards Event taking place on September 10th; and is the pathway to registering for and attending the Wealthies Digital Forums launching on September 24th paneled by finalist company executives and attended by advisors nationwide.
More than 150 companies were finalists this year, and on the Wealthies Circle you’ll find finalist initiatives, company profiles, contact details and current resources including white papers, webinars, audio and other content. Each of these “Best of the Best” initiatives was designed to help financial advisors build better practices and more effectively serve their clients. You may wish to consider these programs and tools as you evaluate new sources to help you manage your practice and grow your business. Plan to visit the Wealthies Circle often throughout 2020-2021 for content updates from this year’s finalists and winners.
The Virtual Awards Event section will be used as the link to the Winners announcements on September 10th, and provide supporting information about our sponsors and promotion for our finalists.
The Wealthies Forums are live, interactive panel discussions scheduled during 2020-2021 covering the current state and future direction of technology, asset management, practice management and marketing. More information on topics and registration can be found on the Wealthies Circle.
Now in its 6th year, the WealthManagement.com Industry Awards program recognizes the outstanding companies, individuals and organizations that make a real difference in the daily activities of financial advisors. More than 200 companies submitted 625 nominations in 2020 – a testament to the value that firms place in the awards as a way to enhance their reputation, increase their brand recognition and set their organization apart from the competition.
Includes initiative summaries, company profiles, contact details and current resources such as white papers, webinars, audio and other content links. These “Best of the Best” initiatives are designed to help financial advisors build better practices and more effectively serve their clients. You may want to consider these programs and tools as you evaluate new sources for your organization. Information will be updated throughout 2020-2021.
Live, interactive events paneled by executives at finalists and winner companies who have joined the Wealthies Circle – attended by and promoted to our 435,000 actively engaged community of advisors and planners.
For panel participation and sponsorship information:
Initially developed for advisors in Australia, Practifi is a business management platform that helps financial advisors unify their disparate tools, strengthen relationships with their customers, and grow their business. For more information, visit practifi.com and follow @practifi on Twitter.
Orion Advisor Tech (“Orion”) is the premier portfolio management technology provider for registered investment advisors. Since their creation in 1999, Orion has evolved with the needs of advisors, offering technology and solutions to grow their businesses with greater efficiencies and a more engaging client experience. Orion is now the largest privately-owned portfolio accounting service in the country and the fastest-growing portfolio management solution of 2019, according to a leading trade periodical’s 2019 Tech Survey.
Orion’s Financial Planning Acquisition Further Elevates the Client Experience
Following their acquisition of Advizr in July of 2019, Orion has wasted no time in making enhancements to their platform. The enhanced Orion Planning portal now offers at-a-glance details on a client’s current market value, year-to-date returns and unrealized gains/losses, allocations, transaction summary, and portfolio value contrasted with net amount invested. Freed from the need to piece together data from multiple platforms, advisors can quickly and efficiently view their clients’ complete financial landscape.
CEO of Orion Advisor Solutions
Technology Providers: Financial Planning
New Financial Planning Platform
In July of 2019, Orion Advisor Tech acquired the financial planning platform, Advizr, meeting the growing advisor demand for an improved client experience and agile, intuitive financial planning tools. Since the acquisition, Orion has wasted no time incorporating Advizr’s intuitive technology and user-interface capabilities into its core offering at no additional cost. Now Orion Planning, the platform serves as a way for advisors to effectively demonstrate value to their clients and provides a seamless barrier-free experience. For financial planners, Orion Planning displays a holistic view of client’s financial goals and investment performance details without the hassle of switching between portals. This solution offers unparalleled connectivity between traditionally disparate tools.
Orion Market*r is the only marketing solution in the industry designed specifically to drive business growth through financial planning. Combining hyper-personalized content campaigns on top-of-mind planning topics, best-in-class marketing execution technology, and interactive goals-based workflows, this full-service platform will help advisors boost client engagement and fill their funnel with more qualified opportunities.
CEO of Orion Advisor Solutions
Technology Providers: Social Media Leadership
Orion Helps Advisors Navigate COVID-19 Through Social Media Campaigns
In light of COVID-19, Orion pivoted its standard social media marketing to focus on helping advisors navigate the pandemic–both personally and professionally–by highlighting a series of campaigns and resources tied to overall wellness, client communication best practices, tech tip webinars, market commentary, and promotion around the free access to Orion’s financial planning technology. By holistically supporting advisors, Orion was able to improve advisors’ ability to keep their businesses running, while still successfully serving their clients.
CEO of Orion Advisor Solutions
Technology Providers: Thought Leadership
The Fuse Show
Orion’s “The Fuse Show Podcast”, created to provide a space for the discussion of trends and headlines in the fintech industry and provide insight for financial advisors, released its first episode in July 2019. With a focus on innovation and disruption within the advisory space, the show features industry thought leaders discussing developments and trends in the fintech arena. Each episode provides listeners with actionable insights to help grow their business and better understand where the industry is headed.
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From your value proposition and client experience to your internal operational efficiencies and growth strategies, you have to be able to not just do everything better than your competition but also stay ahead of the trends and anticipate needs before they even arise.