SOURCE: Orion Advisor Services, LLC

FiComm Partners

September 15, 2016 10:24 ET

Orion Advisor Services Completes Third Annual Financial Advisor Technology Hackathon

OMAHA, NE--(Marketwired - September 15, 2016) -

  • Fuse 2016 assembled 90 total attendees from 30 technology and financial services companies in Park City, Utah
  • Innovations included the coupling of A.I. and CRM, new regulatory compliance monitoring technology, and more spanning 27 presentations
  • Among the seven industry judges were top FinTech experts Joel Bruckenstein, Bill Winterberg and Michael Kitces

Orion Advisor Services, LLC, ("Orion") the premier portfolio accounting service provider for advisors, has successfully completed its third annual Fuse 2016 Hackathon. Fuse is the wealth management industry's only event dedicated specifically to financial advisor technology developers. It is held annually in Park City, Utah.

The 2016 conference theme, Notifications, brought together 90 total attendees from 30 technology and financial services companies for a marathon three-day coding event aimed at developing new integrations within Orion's Fuse Notification open architecture platform, which allows technology partners to seamlessly exchange notifications.

"Once again, Fuse brought together the most innovative and passionate minds in advisor fintech," said Eric Clarke, CEO of Orion. "This year was bigger and better than ever. We're proud of the integrations that were developed here this year, and are eager to watch each development make its way to advisors' hands. This was truly the most innovative year yet, and we can't wait to see what comes next."

RIA in a Box, an RIA registration and compliance platform, took home the 2016 Best in Show award for the second year in a row with its latest regulatory automation integration. The additional 2016 Hackathon winners included:

Best New Financial Planning Integration - Everplans
Best Custodial Integration - LPL
Best Bang for Your Buck - Redtail
Best User Interface - AdvisoryWorld
Best Business Intelligence Development - Sisense
Best Use of the Orion API - WealthAccess
Best New CRM Integration - LaserApp

Best Open Source Contribution - Redtail
Best Work-Saving Development for Advisors - Orchestrate
Best True Hackathon Development - Salentica
Burning the Midnight Oil - Riskalyze
Best Newcomer Award - CAIS
Best New Trading Integration - FixFlyer

Best Concept - Junxure
Best Swag - Salentica

"Once again, it's been incredible to be surrounded by some of the most influential innovators in the financial technology industry," said Brian McLaughlin, CEO of Redtail Technology -- winner of Best Bang for Your Buck award. "We're proud of the integrated solutions our team developed this year at Fuse, but even more so of the advancements our space continues to make year after year."

For more information about the 2016 Fuse Conference, visit

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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 900 advisory firms with total assets under administration in excess of $300 billion, from more than 1,250,000 individual accounts.

For more information about Orion, visit and follow Orion on Twitter: @orionadvisor

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