Orion Advisor Services

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 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.

Partners With AdvisoryWorld and Orion Advisor Services to Create New Industry-Leading Technology Programs for FTJ FundChoice Advisor Clientele

FTJ FundChoice, a national turnkey asset management program (TAMP) with over $4.8 billion assets under administration (AUA), today announced the release of Market Movement Strategies (MMS), an investment management and reporting technology platform that offers prospective client risk analysis, private label proposal generation, risk-based portfolio construction, and ongoing private label reporting. The MMS platform release also includes the launch of two new strategists to the FTJ FundChoice Strategist Program, Vanguard and Loring Ward, and the addition of diversifer portfolios and research through a new partnership with Rocaton Advisors and an expanded model offering from CLS Investments and Meeder Investment Management.

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.

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.

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.