Bill Winterberg

2nd Annual Fuse Tech Conference Hosted by Orion Advisor Services to Take Place In Park City


Joel Bruckenstein to serve as judge. Fuse 2014 award winners AdvisoryWorld, Riskalyze, Laser App, and Sagacious, Inc. will return to participate in Advisor FinTech Hackathon.

Orion Advisor Services, LLC, ("Orion") a portfolio accounting service provider for advisors, has announced it will host its second annual Fuse conference for financial technology developers. The event will again take place in Park City, Utah. The 2015 dates are  September 10th to 13th.

Lax Data Security and Mobile Misuse Puts Financial Firms at Risk


Entreda Co-Founders Provide Advice at FINRA/SIFMA Cybersecurity and T3 Technology Conferences

Today's increasingly mobile world is creating a more complicated risk management scenario for financial advisors and independent broker/dealers. Unless managed carefully, advisor use of apps and end devices such as mobile phones, tablets, laptops and desktop computers can put financial firms at risk. Entreda co-founders Sid Yenamandra and Farshad Ghaffari have been on the road, helping to educate financial advisors and allied institutions about problems and solutions.

Orion Hosts Inaugural Fuse Weekend Conference For Financial Services Software Developers


Firm Brings Industry’s Top Software Developers to Park City, Utah, to Create Innovative Software Solutions for Investment Advisors

Orion Advisor Services announced it will host Fuse 2014, the inaugural edition of a new industry conference for financial services software companies. The weekend conference will bring together developers from the financial services sector’s leading software firms to create collaborative projects that will solve problems for investment advisors.

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