Eric Clarke

Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider for financial advisors, today announced it is extending the reach of Salesforce Financial Services Cloud with 12 new billing capabilities that will allow users to aggregate, schedule, pay and report seamlessly between the two platforms. Financial Services Cloud is generally available for purchase today, empowering advisors to build deeper, 1-to-1 client relationships, be more productive and engage more holistically with clients anywhere and on any device.

Orion Advisor Services, LLC (“Orion”), the premier portfolio accounting service provider for financial advisors, today announced the launch of Orion Business Intelligence, after months of rigorous beta testing and implementation with advisor partners. The platform is the latest innovation from Orion, which had been offering Business Metrics Reporting and analytics to its advisors for more than three years. The new platform retains all of the reporting capabilities of the first generation system, but with substantial technical and visual enhancements, features and functionalities.

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.

NorthStar Financial Services Group, LLC (NorthStar), a holding company for several subsidiaries which manage and service financial assets, is breaking ground today on its second building on the Omaha, Nebraska campus.

Collectively, the NorthStar companies are currently home to 709 employees and $325 billion in assets under management and administration. The approximately $6.3 million expansion is a result of impressive growth at NorthStar and its subsidiaries, including the hiring of 326 new employees company-wide since January 2014.

Joel Bruckenstein to serve as judge. Fuse 2014 award winners AdvisoryWorld, Riskalyze, Laser App, and Sagacious, Inc. will return to participate in Advisor FinTech Hackathon.

Orion Advisor Services, LLC, ("Orion") a portfolio accounting service provider for advisors, has announced it will host its second annual Fuse conference for financial technology developers. The event will again take place in Park City, Utah. The 2015 dates are  September 10th to 13th.

Number of RIA firms using Schwab OpenView Gateway jumps 83% year-over-year

Schwab Intelligent Technologies announced today that Orion Advisor Services, LLC., a premier portfolio accounting service provider, and Redtail Technology, a leader in web-based client relationship management (CRM) solutions, will participate in Schwab OpenView Gateway, the flexible, open-architecture technology platform that enables integration between Charles Schwab custody systems and those of participating technology providers supporting independent registered investment advisors.

Orion Client Portal Now Integrates Vestorly’s Content Curation Technology to Automate Client Marketing for Advisors

Orion Advisor Services and Vestorly announced today a powerful technology integration between Vestorly and Orion’s Client Portal that will provide advisors with the ability to automate their client and prospect communication marketing.

TA Associates, a leading global growth private equity firm, today announced it has signed a definitive agreement to acquire a majority interest in NorthStar Financial Services Group, LLC, and its nine subsidiary wealth management industry service providers. NorthStar’s management team will remain significant owners following closing, which is expected to occur in the second quarter of 2015.  Additional terms of the transaction were not disclosed.

Orion Advisor Integration now available with Salentica® CRM

Salentica is pleased to announce our latest integration with Orion Advisor Services, an industry leader in portfolio accounting for financial advisors. This integration features a single sign-on user experience from within Salentica CRM and provides users with a dashboard view into Orion’s application. In addition, users can look up a CRM Household to easily retrieve their Orion Portfolio Reports, Holdings, Performance or other Orion activities or drill down to a specific Account to view this data.

Proprietary Technology Provides Greater Depth and Reliability

Quovo, a provider of account aggregation, normalization and data analysis solutions for financial institutions and investors, today announced its integration with the Orion Advisor Services platform. “With easier to use, more reliable data management features and flexible, tiered pricing based on numbers of accounts synced per advisor, account aggregation will be accessible to a broader population of Orion advisors than ever before,” said Quovo’s chief executive officer Lowell Putnam.