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Orion and Wealth Access Integrate Platforms; Expand Service Offering To High Net Worth Clients Via Financial Advisors

Submitted by Technology Tools for Today on September 15th, 2015


Orion Advisor Services, LLC, ("Orion") the premier portfolio accounting service provider for advisors, has announced its latest integration partner:  Wealth Access, Inc., (“Wealth Access”) the industry’s leading independent provider of personal financial management tools to registered investment advisors and their high net worth clients.

The new integration combines advanced data reporting from Orion’s platform with the personal financial management capabilities of Wealth Access, providing the advisor with a comprehensive view of their client’s complete wealth picture. Advisors will receive an aggregated, daily feed of their clients’ accounts directly from Orion, which they can view as a full net-worth report in Wealth Access.

“High-net worth investors today look to their advisor to provide them with a full, balance sheet view of their entire financial situation to simplify their financial lives,” said David Benskin, CEO of Wealth Access.   “This integration not only fulfills that need, it makes the experience intuitive and painless, providing advisors with advanced reporting capabilities and time savings.”

The integration includes single-sign on functionality, which maximizes efficiency for financial advisors, offering access to both Orion and Wealth Access from each other’s platform. Via the new data integration, advisors have access to Orion’s performance reporting suite within Wealth Access’ Document Vault for increased efficiency when reviewing client financial information.

“Orion and Wealth Access share a common goal in that we want create the best technology tools to help solve everyday problems that advisors encounter when managing their clients’ full wealth picture,” said Eric Clarke, CEO and President of Orion. “Integrating our platforms means we’ll be able to create new ways for advisors to better service their clients.”

This integration is powered by Intelligent Aggregation, which delivers feeds from over 20,000 institutions, including hard-to-report-on assets such as private investments and hedge funds. By weaving together premier portfolio accounting technology with a wealth management platform, Wealth Access plays an integral role in delivering top quality services to high net worth individuals.

For more information about the partnership or to learn more about Orion Advisor Services, visit www.orionadvisor.com.

About Orion
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. The firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help them grow their businesses over the long term. The firm's technology solutions empower more than 625 advisory firms with total assets under administration in excess of $225 billion from more than 1,000,000 individual accounts. Orion is SSAE 16 Type II Audited and is the only ISO 27001 Certified portfolio accounting provider. 

For more information about Orion, visit www.orionadvisor.com or follow Orion on Twitter at @orionadvisor.

About Wealth Access
Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients’ lives.  Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms.  For more information about Wealth Access, visit www.wealthaccess.com or follow Wealth Access on Twitter at @ASmarterLook.

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