Orion Advisor Services, LLC

Orion Advisor Services Launches Advisor Growth Engine “Orion Business Intelligence” Available Through Orion Connect Dashboard


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.

2nd Annual Fuse Tech Conference Hosted by Orion Advisor Services to Take Place In Park City


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.

Orion Advisor Services, LLC and Total Rebalance Expert (TRX) Form Joint Venture; Announce Technology Integration


Combination of tax-­efficient rebalancing technology with leading portfolio management and reporting system will create an independent “Total Technology Platform” for advisors to streamline portfolio management

Total Rebalance Expert (TRX) and  Orion Advisor Services, LLC (Orion) announced today a joint venture between the two companies to provide a “Total Technology Platform” designed to simplify and streamline the portfolio management process.

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