Market Overview

FUSE Participants Draw on Rich Orion Data to Fuel New Integrations


Support from sponsors energizes ‘Tech's Got Talent' contest at
Orion's first Ascent/FUSE joint event

Advisor Services, LLC
 ("Orion"), the premier portfolio accounting
provider for registered investment advisors, is proud to empower the
contest entrants of FUSE
"Tech's Got Talent" with the rich data and open API
architecture that are the hallmarks of the Orion platform. Celebrating
collaboration among its integration partners, Orion's inaugural
Ascent/FUSE joint event, held Sept. 5-7, 2018 at the Fontainebleau
in Miami Beach, Florida, will be an unparalleled opportunity
to foster innovation and propel the growth of Orion advisors.

An all-star panel of FUSE judges have chosen the top entrants for this
year's inaugural "Tech's Got Talent" event, which challenges integration
partners to implement ideas for improvements identified by Orion's
Advisory Board members and dream up their most game-changing innovations
making use of the Orion platform. They will have the chance to bring
these ideas to life in a marathon poolside coding session at a private
waterfront villa.

This year's FUSE judges include Joel Bruckenstein of Technology Tools
for Today; Ryan Beach, CEO of CLS Investments; Heather Fortner, CCO and
COO of SignatureFD; Billy Oliverio, senior vice president and CMO of
United Planners; Aaron Schaben, executive vice president of Carson
Group; Spenser Segal, CEO of ActiFi; Shannon Spotswood, president of RFG
Advisory; Min Zhang, head of Digital Products at United Capital; and
Bill Winterberg, founder of FPPad.

"Our advisors provided us with their integration priorities and we are
excited to get them implemented," said Brad Burgess, Orion's chief
technology officer. "We believe true innovation centers on listening to
our advisors, collaborating with our partners, and transforming
advisor-driven feedback into reality."

Orion's technology partners that will be working to bring their
integration ideas to life during this year's FUSE event are:

  • AdvisoryWorld
  • BlackRock
  • CLS
  • Dimensional Fund Advisors
  • Everplans
  • FinMason
  • InterGen Data
  • Investment POD
  • Junxure
  • MoneyGuidePro
  • Quik!
  • Redtail
  • Riskalyze
  • Salesforce
  • SaleMove
  • Schwab
  • Wealth Access

After a whirlwind week of drawing on their programming skills and
Orion's repository of data, the finalists will then present their new
tech on the last day of Ascent, where a live, voting audience of
advisors and judges will join forces to choose a winner.

"‘Tech's Got Talent' is a golden opportunity for advisors on our
platform to engage directly with the people who build the tools they use
every day," said Eric Clarke, founder and CEO of Orion. "Combining
Ascent, our user training conference, and FUSE, our integration partner
development conference in a single location lets us bring our advisors
and tech partners even closer together."

Generous support from this year's Ascent/FUSE sponsors makes it possible
for Orion to create these opportunities for advisors and tech partners
to make real, face-to-face connections. Sponsors include:

Platinum Sponsor:

  • SaleMove, a provider of enterprise solutions for
    delivering a high-touch, in-person customer experience online.

Gold Sponsors:

  • Quantum, specializing in scale-out storage, data protection and
  • TCA by E*TRADE, a leading RIA custodian since 1972.
  • TD Ameritrade Institutional, providing comprehensive brokerage
    and custody services to more than 6,000 fee-based, independent RIAs.

Silver Sponsors:

  • Advicent, AdvisoryWorld, BlackRock, Brookstone Capital, eMoney
    Advisor, Everplans, FIX Flyer, FTJ FundChoice, iCapital Network,
    Investment POD, Mindflash, Quovo, Riskalyze, and Russell

Bronze Sponsors:

  • Allianz, Asset-Map, Chicago Clearing Corp., Dimensional Fund Advisors,
    Equity Advisor Solutions, FinMason, HiddenLevers, Kwanti,
    MarketCounsel, MoneyGuidePro, Morningstar, my529, Redtail, RIA in a
    Box, Sawtooth, Schwab, Totum Risk, United Capital, Vera Security, and
    Wealth Access

Additional Sponsors:

  • ActiFi, AdvicePay, Boss, Gregory FCA, Mosaik Consulting, RightCapital,
    and Yastrow and Company

"I am grateful to all of our sponsors and partners for making our 2018
Ascent and FUSE events possible," Clarke said. "Their support allowed us
to create a combined, flagship event where we can bring advisors and
fintech leaders under one roof to unlock the full potential of our
platform and fuel our clients' growth."

To learn more about Ascent 2018 and reserve your spot, click

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 $675+ billion in AUA and over 2 million accounts. For more,
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