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Orion Advisor Services Releases Mobile App 2.0

Submitted by Technology Tools for Today on August 28th, 2013

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

Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider, announced the release of the next generation of its client-facing Orion Mobile App for advisors, featuring improved access to core data, streamlined navigation and enhanced functionality. The 2.0 version is fully native to iOS-supported mobile devices and offers a single sign-on experience from the mobile app to Orion’s mobile website (www.mobile.orionadvisor.com).

Building on the success of the app’s initial version, which was named Best Client-Facing Technology by MorningstarAdvisor.com upon its release in 2011, Orion has simplified and streamlined navigation in the 2.0 upgrade, permitting advisors and their clients to move more quickly through the app. The latest version supports high-resolution retina displays, allowing advisors to present their brand with pixel perfect quality. Focusing on the most critical reporting needs of advisors, Orion’s 2.0 Mobile App features improved access to account and market data, with a faster, easier-to-read presentation.

“The re-engineering of our successful mobile app demonstrates Orion’s commitment to providing advisors with the most innovative technology solutions. Communication between advisors and clients increasingly takes place within the mobile environment, and with Orion Mobile 2.0 and our nearly 200 branded apps for advisors, this experience is both easy and engaging,” said Eric Clarke, President and CEO of Orion. “As an advisor-founded company, we understand that the enhanced efficiencies we deliver allow advisors to better serve their clients and grow their practices.”

Orion Mobile App 2.0 remains customizable, with private labeling that allows advisors to incorporate their firm’s logo, graphics and color schemes to extend their personal brand. The app is available at the Apple iTunes Store:

https://itunes.apple.com/us/app/orion-mobile/id411903634?mt=8

To request more information or to speak with Orion, please contact Dana Taormina at 973-850-7305 or dtaormina@jcprinc.com. 

About Orion Advisor Services, LLC

Orion Advisor Services, LLC, is the 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 over a decade ago, Orion was formed to address the technology needs of its sister company, a fee-only independent registered investment advisor 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 350 advisors and administrates over $120 billion in assets for more than 600,000 accounts. For more information about Orion Advisor Services, LLC, visit www.orionadvisor.com.

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