Eric Clarke

Two new products form one integrated solution enabling advisors to build a sustainable competitive advantage over online-only investing services

Orion Advisor Services, LLC (Orion) and Riskalyze today announced an expanded partnership with the coming launch of two new products: Orion Discover and Riskalyze Autopilot. Together these new products form an integrated solution that empowers independent advisors to build a sustainable, competitive advantage over online-only investing and robo-advisor services.

Orion Advisor Services, LLC Incorporates Laser App Anywhere to Enhance Mobile Technology

Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, today announced that Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service bureau, has implemented Laser App Anywhere to strengthen its advisors' mobile capabilities, allowing them to conduct business on any device from any location.

Orion Advisor Services, LLC (Orion) an accounting service provider for investment advisors, now offers deep integration between its reporting software and the HiddenLevers portfolio stress testing platform. Financial advisors using Orion can import accounts directly into HiddenLevers, and use the stress testing tools to help clients understand risk/reward trade-offs, showcase hedging strategies, and step up their overall practice.

Firm Brings Industry’s Top Software Developers to Park City, Utah, to Create Innovative Software Solutions for Investment Advisors

Orion Advisor Services announced it will host Fuse 2014, the inaugural edition of a new industry conference for financial services software companies. The weekend conference will bring together developers from the financial services sector’s leading software firms to create collaborative projects that will solve problems for investment advisors.

Integration of Best-In-Breed Technology Solutions Enables Advisors to Harness Orion’s Portfolio Accounting Suite Through Junxure Cloud^™

Orion Advisor Services, LLC (“Orion”), the premier portfolio accounting service bureau, has been working with Junxure, an industry-leading client relationship management (“CRM”) solutions provider for financial advisors, to deliver a fully integrated CRM user experience for the advisory community. To that end, Junxure Cloud^™, Junxure’s new cloud CRM solution for advisors, offers direct access to the Orion Connect portfolio management application; this integration enables advisors to utilize the interaction capabilities of Junxure’s CRM and the reporting power of Orion’s portfolio management tools, all from the comfort of Junxure Cloud.

Combination of tax-­efficient rebalancing technology with leading portfolio management and reporting system will create an independent “Total Technology Platform” for advisors to streamline portfolio management

Total Rebalance Expert (TRX) and  Orion Advisor Services, LLC (Orion) announced today a joint venture between the two companies to provide a “Total Technology Platform” designed to simplify and streamline the portfolio management process.

Together goalgamiPro® and Orion Connect provide enhanced financial planning, CRM and reporting capabilities

Advisor Software, Inc. ("ASI"), a provider of wealth management solutions for the financial advisor market, announced today a partnership with Orion Advisor Services, LLC ("Orion") to integrate the two companies' software applications for financial advisors.

Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider, has delivered a suite of integrated portfolio accounting solutions to Gradient Investments

Firm’s Infrastructure Meets Highest Security Standards in the Industry

Customizable App Delivers Enhanced Mobile Experience for RIAs through Streamlined Navigation and Improved Access to Core Data