New services aim to assist in fund operations and reduce transaction costs

Bạn đang xem: Orion Introduces Innovative Enhancements to Destinations Funds Trust to Improve Efficiency

OMAHA, Neb., December 30, 2024–(BUSINESS WIRE)–Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced a series of enhancements to its Brinker Capital Destinations Trust, incorporating advanced tools designed to improve efficiency, reduce transaction costs, and enhance the overall investor experience. These innovations reflect Orion’s commitment to modernizing mutual funds while preserving their well-known advantages.

Through the introduction of new services from ReFlow, a leader in redemption management solutions, Destinations Funds will now have the ability to benefit from tools that will help minimize cash drag, reduce transaction costs, and mitigate taxable events.

“Working with ReFlow allows us to modernize the operational aspects of our Destinations Funds, process shareholder transactions more efficiently, and deliver tangible benefits to both advisors and their clients,” said Ron Pruitt, President, Orion Wealth Management. “These improvements reflect the innovative steps we’re taking to enhance fund operations while continuing to deliver long-term value for investors.”

“We are extremely excited to welcome Orion and Destinations Funds to the ReFlow platform and we look forward to helping those funds manage shareholder flow in a way that helps minimize its impact on the portfolio management process,” said Bill White, CEO of ReFlow Services, LLC.

“This initiative underscores our commitment to evolving the Destinations platform to meet the dynamic needs of financial advisors,” added Pruitt. “By integrating these capabilities, we ensure that Destinations Portfolios remain a compelling choice for delivering efficient, effective investment solutions.”

This enhancement of services supports Orion’s broader effort to provide transformative tools that streamline advisor operations, deliver compelling investment solutions, and strengthen the overall client experience. Through these innovations and other solutions offered on the Orion platform, financial advisors will have more time to focus on what’s important: their clients.

Xem thêm : 3 Large-Cap Blend Mutual Funds for Attractive Returns

As Destinations Funds approaches its 30th anniversary in the summer of 2025, Orion will be celebrating this milestone at Ascent 2025 at the Hyatt Regency Orlando from February 3 – 6. For more details on this event, visit the Ascent 2025 website.

For more information about Orion and its Destinations mutual funds, please visit the website here.

Story Continues