Orion
Orion Advisor Solutions announced partnerships with Ameritas Investment Company LLC, Benjamin F. Edwards, and Great Valley Advisor Group, firms collectively managing more than $35 billion in client assets.

LPL Financial
LPL Financial announced that Synergy Wealth Alliance, including office of supervisory jurisdiction manager and financial advisor Christopher Bordner and a team of 15 financial advisors, have joined LPL Financial’s broker-dealer and corporate registered investment advisor platforms. They reported having served approximately $650 million in brokerage and advisory assets.

Frontier Wealth Management
Frontier Wealth Management, a $2.5 billion registered investment advisor in Kansas City, Mo., has acquired Highwater Wealth Management, a $180 million RIA based in Golden, Colo. The acquisition adds professional expertise to Frontier, including a range of investment and financial specialists. It also deepens Frontier’s geographic footprint as the second area location in the Denver market.

 

Salesforce
Orion Advisor Technology announced it has updated the Orion Connect integration on Salesforce AppExchange, enabling advisors to work through a flexible and customizable data sync. The upgrade offers advisors options for data mapping, faster delta syncs, and supportive error message prompting—so they can access their data how they want, and more quickly.

RightCapital
RightCapital has introduced RightPay, a web-based service that enables financial advisors to collect financial planning fees from clients via credit card. RightPay integrates with the advisor’s branded RightCapital portal where clients can access their financial plan, task list, and now review, approve and pay via credit card for financial planning services received.

MaxMyInterest
MaxMyInterest announced an integration with Orion Advisor Tech, a division of Orion Advisor Solutions to meet the needs of advisors seeking better ways to deliver a higher yield on client cash.

Vasyl Soloshchuk is CEO and co-owner at INSART, a FinTech engineering company. Vasyl is also the author of WealthTech Club, which conducts research into fortune and startup roboadvisor and wealth management companies in terms of the technology ecosystem.