Announcements Archives - Genivity
Announcing the HALO by Genivity + Orion Integration

Announcing the HALO by Genivity + Orion Integration

Orion Advisor Services and Genivity are excited to announce the release of the Genivity HALO integration into the Orion Advisors solutions dashboard. This integration enhances the client portal experience and means that if you use Orion, you’ll now have quick access...
In the News: Decoding Client Biases

In the News: Decoding Client Biases

Behavioral finance is an emerging topic in the financial planning sector that has many in the industry wondering how they can best approach the topic with their own clients. As a recent Financial Planning article points out, “At the leading edge [of behavioral...