@RyanSDonovan

Consultative FinTech guy dispensing opinions to RIAs with interest (sometimes without). Frequently binge on Netflix, food and family.

 Huntington, NY
Joined December 2012
  • Tweets869
  • Following272
  • Followers473
162Media
🚀 Get Ready East Coast! Align U is hitting the road and will be in Philadelphia on August 20-21. Registration is now open! If you’re ready to learn how to better use Orion, Redtail, or both, don’t miss the chance to attend Align U. ww2.orion.com/l/48702/2024-0…
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Our behavioral tech suite just keeps getting better and we are excited to share our latest addition, PulseCheck. Hope to see you there on the 12th to learn more!
Orion WealthTech@orionwealthtech4 Apr 2024
👋 Introducing PulseCheck: Our Newest BeFi Tool to Match Investor Behavior with Their Goals ✍️ Register for our webinar on Friday, April 12th at 12noon ET. Not able to make it? Still, register so we can send you the recording afterward. ❤️ Register here: bit.ly/3wNpI3I
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🤩 We’re almost less than 50 days away from #OrionAscent! We're working around the ⏰ to prep the amazing advisor-led content you expect + everything else you need to become unstoppable. Seats are selling fast… 🔥 Register now before they’re all gone! bit.ly/3RZWDcq
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💡 Looking to expand your presence with #HNW clients? You don't want to miss this free #CE course — you'll learn the 5 must-ask questions for business owner clients and prospects. Enroll in #OrionAdvisorAcademy today! bit.ly/3MWTyrM 😊
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We’re thrilled to announce Natalie Wolfsen as Orion’s new CEO, starting in mid-October. Learn more in our announcement: bwnews.pr/3sRQQfX
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Rev up your advisory practice with #OrionStacks! 🚀 Join Samantha Pickering & John Hayes of LongView Wealth Management + Mike Wilson, EVP of Orion, to learn how they increased efficiencies and scaled their operations. Don't let your tech hold you back! bit.ly/42gt0ri
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Ryan Donovan retweeted
ian bremmer
@ianbremmer27 Apr 2023
should concern every american:
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Excited to represent @orionwealthtech and speak at the @Gladstone Annual M&A Conference on May 2-3 in Atlantic City, NJ. It's a top event for business owners interested in selling or acquiring firms. Register here: registration.socio.events/e/…. See you there!
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Ryan Donovan retweeted
Turncast@TurncastNetwork4 Apr 2023
Tune into this week's brand NEW episode of @orionwealthtech's The Fuse Show Podcast to hear @SvageraGeorge and @RyanSDonovan talk with Megan Hausmann, Director of Advisory Success, and McAllister Green, Sales Director at @apexfintech. Full episode: open.spotify.com/show/5YLIMl…

The Fuse Show

Podcast · Orion Advisor Technology · Join Natalie Wolfsen, Orion CEO, and Brian McLaughlin, President of Advisor Tech, in this special takeover season of Orion’s The Fuse Show, where they’ll share...

open.spotify.com
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"Build raving fans." — Brian McLaughlin @redtailtech discussing the importance of #clientexperience at @RedtailCRM and Orion. #OrionAscent #fintwit
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Audit your tech 2x per year @ThrivosLLC #orionascent
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😳 #OrionAscent
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This is a really big deal for larger firms #OrionAscent
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6s in @PremierLacrosse like keeping up with a pinball machine but the ball doesn’t stop. we eliminated face off and defensive players to make the sport more competitive with basketball scores. Is it painful to watch or just me?
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Always great talking to @KyleVanPelt. He and @milemarkerco are great partners for @orionwealthtech clients ready to evolve with @awscloud data streaming services.
Turncast@TurncastNetwork21 Feb 2023
A brand new episode of @orionwealthtech's The Fuse Show Podcast is LIVE! Join @RyanSDonovan and @SvageraGeorge as they talk with @KyleVanPelt, CEO of @milemarkerco. New episode: open.spotify.com/show/5YLIMl…

The Fuse Show

Podcast · Orion Advisor Technology · Join Natalie Wolfsen, Orion CEO, and Brian McLaughlin, President of Advisor Tech, in this special takeover season of Orion’s The Fuse Show, where they’ll share...

open.spotify.com
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"When you have leadership aligned from a personal and work standpoint, from values and innovation, there's no stopping us." - Brian McLaughlin (@redtailtech), President of Orion Advisor Technology @orionwealthtech's The Fuse Show Podcast: open.spotify.com/show/5YLIMl…

The Fuse Show

Podcast · Orion Advisor Technology · Join Natalie Wolfsen, Orion CEO, and Brian McLaughlin, President of Advisor Tech, in this special takeover season of Orion’s The Fuse Show, where they’ll share...

open.spotify.com
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Ryan Donovan retweeted
Paul Fairie@paulisci7 Dec 2022
A Brief History of Kids Today Are Spoiled 🧵
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Great conversation @JeffGitterman Thanks for sharing your #ESG AND #IRA investment insight with our listeners.
Orion WealthTech@orionwealthtech30 Nov 2022
Who's ready to catch up on The Fuse Show podcast with @RyanSDonovan & George Svagera?🎙️ This week they're chatting with @JeffGitterman, CEO + Partner at Gitterman Wealth Management all about ESG investing. 👉🏻 apple.co/3GW1SGf
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Who's ready to catch up on The Fuse Show podcast with @RyanSDonovan & George Svagera?🎙️ This week they're chatting with @JeffGitterman, CEO + Partner at Gitterman Wealth Management all about ESG investing. 👉🏻 apple.co/3GW1SGf
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Texting Is Top Communications Concern for Wealth Management Compliance Officers barrons.com/advisor/articles… via @barronsadvisor

Texting Is Top Communications Concern for Wealth Management Compliance Officers

A new survey indicates that off-channel communications—especially texting—are a big concern for compliance professionals, especially after regulators handed down more than $1 billion in fines.

barrons.com
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