Other - MARCH 6, 2019

Chalice Financial Network partners with Orion Services

by Released

Chalice Financial Network (CFN) has formed a strategic partnership with Orion Advisor Services.

The new partnership provides CFN members with discounted access to the industry leader for business administration software. CFN members can now utilize the full suite of Orion services, encompassing performance reports, billing, trade order management, business intelligence and more.

The new strategic partnership underscores Chalice’s continued success in leveraging its scale and relationships to deliver significantly discounted access to leading third-party providers of technology, asset management, wealth management and business enterprise solutions to its members, who are independent financial advisors of all business models and firm affiliations throughout the country.  Chalice’s members can access as many – or as few – of the services offered by the organization as they choose, without traditional IBD or RIA affiliation agreements and related costs.


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