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Advisor Software, Inc. And Orion Advisor Services, LLC Integrate Apps For Financial Advisors

Submitted by Technology Tools for Today on February 26th, 2014


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.

ASI's goalgamiPro app provides a powerful and efficient way for advisors to build financial plans for clients and assess the feasibility of a client's goals from the comfort of their Salesforce CRM. goalgamiPro utilizes an innovative approach called the Household Balance Sheet that quickly and effectively assesses whether a client's goals are achievable or not. Orion Connect is an integrated portfolio accounting solution that allows advisors to set up new accounts, view existing account holdings and transactions, execute trades, edit billing information, generate performance reports, perform calculations and access cost basis information, all from within Salesforce. The Orion Connect app is fully customizable based on the needs and scale of the advisor's business. Both apps are available through the Salesforce1 AppExchange, the world's leading business apps marketplace.

"In order to effectively meet their CRM needs, today's financial advisors are looking for a true native app experience – not just single sign-on capabilities," said Neal Ringquist, President and Chief Operating Officer of ASI. "Our integration with Orion on the Salesforce1 Platform enables advisors to combine their CRM and financial planning processes into a single workflow, without switching apps or adapting to multiple user interfaces."

The partnership between ASI and Orion offers two valuable capabilities to advisors. First, it enables seamless integration of financial accounts between the Orion Connect and goalgamiPro apps. It also allows advisors to incorporate financial planning and goal data from goalgamiPro directly into Orion's report library, which features customizable templates that advisors can tailor to fit individual clients' reporting needs. The fee for goalgamiPro is $50.00 per user per month, and the fee for Orion Connect starts at $25.00 per user per month.

"Integrating with ASI allows us to better serve financial advisors through efficient, user-friendly technology," said Eric Clarke, President of Orion. "By combining our integrated performance reporting capabilities and portfolio accounting solutions with goalgamiPro's Household Balance Sheet diagnostic, we offer advisors a more holistic approach to serving their clients, as well as a more effective means for managing their data."

About Advisor Software, Inc.
Advisor Software, Inc. is a leading provider of advice solutions for the advisor market. The company has pioneered the first enterprise rebalancing solution and a unique goal-directed financial planning platform that combines institutional-caliber analytics and a balance sheet approach to financial planning. ASI's solutions are designed for a wide range of asset management firms, broker-dealers, banks, insurance companies, online brokerages, and other financial institutions, enabling these institutions and their advisors to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships. For more information, visit www.advisorsoftware.com.

About Orion Advisor Services, LLC
Orion Advisor Services, LLC ("Orion") is a premier portfolio accounting service provider founded by and for investment advisors. Orion's mission is to liberate advisors from their back offices so they can enjoy the client relationship side of their business again. Process-driven solutions bring efficiencies to operational areas including new account set up, trading, reconciliation, fee billing, and client communications. Orion services feature the integration, scale, and customization advisors need to support business growth.

Founded a decade ago, Orion was formed to address the technology needs of its sister company, a fee-only independent registered investment adviser whose growth was constrained by its existing portfolio management platform. Unable to find the right solution, Orion built its own. Today, the firm empowers over 360 advisors and administrates over $135 billion in assets for more than 660,000 accounts. For more information about Orion, visit www.orionadvisor.com.

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