This past weekend, developers and executives from close to twenty technology firms serving the registered investment adviser (RIA) industry gathered in Park City, Utah for a hackathon focused on building new integrations between systems. The event called Fuse 2015 is hosted annually by Orion Advisor Services which provides portfolio management and reporting software to advisory firms. The event concluded on Saturday with 17 firms showcasing their latest innovations to a panel of judges including Ryan Beach, J.D. Bruce, Joel Bruckenstein, Michael Kitecs, Billy Oliverio, Steve Sanduski, and Bill Winterberg.
During our presentation, we previewed the new integration between our MyRIACompliance online RIA compliance software and Orion Advisor Services enabled by the Orion API. This new integration which will be released to the public shortly allows an RIA firm to more proactively and intelligently check firm registration and Form ADV filing information to ensure accuracy. No longer will an advisor need to manually calculate the number of clients located in each state or the firm's total assets under management (AUM).
For our efforts, we were very fortunate to be named the co-winner of the "Best in Show" Award. Given the incredible level of talent and competition at the event, we are exceptionally proud of our development team. It was a truly remarkable effort.
A sneak preview of the initial Orion / MyRIACompliance Integration
For additional coverage of the event, check out these links:
- Full List of Fuse 2015 Award Winners
- FPPad Day 1 Recap (video)
- FPPad Day 2 Recap (video)
- FPPad Day 3 Recap (video)
- Fuse 2015: Participating Firms and Main Coding Sessions (video)
- Fuse 2015: Wrap Up (video)
Further coverage is also available on the #FuseUtah Twitter hashtag:
Also, a special thanks to Orion Advisor Services and Mineral Interactive for hosting a top-notch event and creating such a collaborative RIA industry technology culture. We can't wait to return next year.
Lexington Compliance and RIA in a Box LLC are not law firms, investment advisory firms, or CPA firms. Lexington Compliance and RIA in a Box LLC do not provide legal advice or opinions to any party or client. You should always consult your relevant regulatory authorities or legal counsel if applicable.