OCTOBER 2016

CONTENTS

ADVISOR SPOTLIGHTEmily Frazier

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4EVENTS

INSIDE ORIONJohnathan West

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11 IN CASE YOU MISSED ITOrion Simplifies Purchasing Top Financial Technology via Orion Connect

3 INTEGRATION SPOTLIGHTFuse 2016 Award Winners

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INTEGRATIONSPOTLIGHT

FUSE 2016 AWARD WINNERSBEST NEW FINANCIAL PLANNING INTEGRATIONEverplans

BEST CUSTODIAL INTEGRATIONLPL

BEST BANG FOR YOUR BUCKRedtail

BEST OPENSOURCE CONTRIBUTIONRedtail Technology

BEST USER INTERFACEAdvisoryWorld

BEST BUSINESS INTELLIGENCE DEVELOPMENTSisense

BEST USE OF THE APIWealthAccess

BEST NEW CRM INTEGRATIONLaserApp

BEST WORK SAVING DEVELOPMENT FOR ADVISORSOrchestrate, LLC

BEST TRUE HACKATHON DEVELOPMENTSalentica

BURNING THE MIDNIGHT OILRiskalyze

BEST NEWCOMER AWARDCAIS

BEST NEW TRADING INTEGRATIONFixFlyer

BEST IN SHOWRIA in a Box

BEST CONCEPTJunxure

BEST SWAGSalentica

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EVENTSSep

29-30Junxure Advisor Conference 2016Denver, Colorado

Learn more about these events and more at orionadvisor.com/events

Oct 24-27

Schwab Impact 2016San Diego, California

Nov2-4

T3 EnterpriseLas Vegas, Nevada

Oct5

Logo Upload & Manipulation Webinar@ 1:00 PM - 1:30 PM

Oct12

Report Utilization - Trends Webinar@ 1:00 PM - 1:30 PM

Oct19

Scheduling Data Queries Webinar@ 1:00 PM - 1:30 PM

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ADVISORSPOTLIGHT

Q: Location

A: Virginia Beach, VA

Q: One word that describes how you work

A: Organized Chaos with a dash of Excitement

Q: Why did you decide to join the RIA industry?

A: I stumbled into it really, out of college I was working with Spectrum and developing marketing

materials. I grew to love the RIA industry when I moved into our Client Services department and

started to develop relationships with our clients. Not to sound cheesy, but when you begin to see the

good your company does for your clients and the good in your clients, you begin to love what you

do. Now I head our Business Development team and get to meet with clients and other advisors and

learn what we can do even better to help them. I decided to stay in the RIA industry because of the

final output- allowing your clients to reach their dreams through their investments.

Emily Frazier

Q: Current position & company

A: Head Business Development at Spectrum Financial, Inc.

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Q: What do you enjoy most about working with your clients?

A: I think getting to know them and forming relationships with them. At the end of the day we are in the

people business and I enjoy people.

Q: What is your favorite app? A: A winning combination of Waze, Snapchat,

Instagram, Bloomberg and MyFitnessPal

Q: Tell us about some of your favorite books, or what you are currently reading?

A: All of the Harry Potters books- I re-read them all the time #teamgryffindor . The Mission, the Men,

and Me by Pete Blaber- an amazing book for business. The Gifts of Imperfection by Brene Brown,

The Content Code by Mark Schaefer, The Best Places To Work by Ron Friedman , The Black Swan by

Nassim Nicholas Taleb...

Q: What do you do to unwind when not working (in other words, what are some of your hobbies)?

A: Nature unwinds me, whether that is being in it or observing it- so I am trying to expose myself to that

more and more. I tend to become consumed with work, but my husband helps pull me out of that and

reminds me to actually take a break and enjoy life on a day-to-day basis.

Q: What is one thing you can’t do without at work?

A: My MacBook Air

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Q: What is the best advice you’ve ever received?

A: A combination of: You win more flies with honey, than with vinegar; listen more than you speak; never stop learning; and, never stop building relationships.

Q: What is your favorite type of music?

A: I love all music, but I will admit I am a main stream music listener…

Q: What are the top three essential tools in your workspace?

A: Black/Blue Pilot G2 Pens, Planner, and

my Adobe Creative Suite

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Q: Where do you see this industry going in the next five years?

A: I think our world, the world of finance, has JUST started to embrace technology and weave it into

our businesses. But I think in five years you will start to see a separation between the firms that

simply added a technology tool and the ones that embraced technology as part of their identity and

value system. So I see the industry learning to use technology better- in how they learn about their

clients and connect with their clients- and even gain new clients. I think because of the regulatory

environment our firms operate in, there is so much fear of using new tools or ways to communicate

especially when technology is involved. The firms that will last and make it the next 20 years won’t use

that as an excuse or crutch for staying in the 18th century. I believe there are new minds and ideas in

this industry that think with less boundaries and more creativity- all while staying ethical and within

regulatory standards.

Want to be featured in our Advisor Spotlight or know someone who should? Contact Orion’s marketing team at johnny@mineralinteractive.com for more information.

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INSIDEORION

Q: How long have you been here?

A: Almost 5 years

Q: What would you say you do here?

A: *Manage team of individuals who service inbound client requests related to data reconciliation

*Client project oversight-large scale data updates and imports

*Perform go-to meetings with clients to assist in troubleshooting and allow both parties to view

navigation and what data should be/look like

*Create/setup new custodian download interfaces within system and pull files in/reconcile.

*Beta test new custodian downloads created in system to allow for smoother data flow

*Attend tech labs to meet clients and go over any requests they have and build confidence with

relationship

*Create project specs related to current custodian downloads to make daily reconciliation more

streamlined for our internal programmers to update/deploy

Johnathan West

Q: What’s your current job title?

A: SME Recon Service Manager

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Q: How many different positons have you had at Orion and what were they?

A: Accounting Analyst

Sr. Accounting Analyst

Data Reconciliation Manager SME Recon Service Manager

Q: What’s your favorite thing about working here?

A: I love the flexibility that I’m able to work from home if need be, but I also like the culture and employees

throughout the company.

Q: What was your first job?

A: Busboy at Cracker Barrel

Q: What’s your favorite movie?

A: The Big Lebowski

Q: What’s your favorite book?

A: Endgame: The Calling

Q: What do you enjoy doing outside of work?

A: I enjoy spending time with my kids, running and fishing.

Q: What is your favorite article of clothing?

A: Wearing beanies

Q: R&B, Blues, Slow Jams, or Hip Hop. You can only choose one.

A: Hip Hop

Connect with your Service Teamfor Solutions to Empower You!We are excited for the upcoming Tech Labs! Contact your Advisor Success Advocate for registration instructions. Here are the dates for the 2016 Tech Labs as well as the Tech Lab daily schedule:

• November 9-10, 2016

• November 16-17, 2016

• December 7-8, 2016

Limited attendance – each session is capped at 25 attendees

Day One:LunchTechnology UpdateOne-on-one Meetings & Flex

TimeDinner at Pitch Pizzeria

Day Two:Group Discussions & Idea SharingOne-on-one MeetingsLunch & Departures

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Orion Advisor Services, LLC (“Orion”), a premier

portfolio accounting service provider for financial

advisors, has entered into reseller agreements with

the industry’s top financial technology firms.

Through Orion Connect, advisors now get the

benefit of a bundled, simplified purchasing process

for select integration partners. These partners

include Junxure, AdvisoryWorld, Morningstar

(Morningstar® ByAllAccountsSM and Morningstar®

Total Rebalance Expert), MoneyGuidePro®,

Orchestrate, LLC, WealthSite Inc. Private Asset

Platform, Quovo, Wealth Access, and Riskalyze.

“While streamlined data sharing is a huge

component of our open architecture platform,

advisors also deserve a client service model that

integrates just as seamlessly as their data feeds,”

said Eric Clarke, CEO of Orion. “We feel that by

offering advisors a more streamlined purchasing

and contracting process, we’re making it more

accessible for them to explore and take advantage

of the technology options that are right for them.”

Riskalyze, the company that empowers thousands

of advisors to align each client’s investments with

their Risk Number®, is one of the select integration

partners available for purchase through Orion.

“Integration absolutely cannot be limited to

the technology functionalities of two or more

platforms,” said Aaron Klein, CEO of Riskalyze.

“As proven by this year’s Fuse conference, Orion

understands this instinctively, and for that we are

excited to be a part of this newest agreement.”

As part of Orion’s ongoing initiative to provide

advisors with innovative technology tools that

help them to better serve their clients, Orion

hosted its third consecutive Fuse conference in

Park City, Utah in early September. Fuse is the

wealth management industry’s only conference

dedicated specifically to financial advisor

technology developers, gathering the industry’s

top innovators and Orion’s integration partners for

a marathon coding event aimed at developing new

products and features to integrate within Orion’s

open architecture platform. For updates on the

hackathon winners and integrations developed at

Fuse, click here [orionadvisor.com/blog].

ORION SIMPLIFIES PURCHASING TOP FINANCIAL TECHNOLOGY

IN CASE YOU MISSED IT

0350-OAS-9/28/2016

VIA ORION CONNECT