Orion Advisor Services

Firm Brings Industry’s Top Software Developers to Park City, Utah, to Create Innovative Software Solutions for Investment Advisors

Orion Advisor Services announced it will host Fuse 2014, the inaugural edition of a new industry conference for financial services software companies. The weekend conference will bring together developers from the financial services sector’s leading software firms to create collaborative projects that will solve problems for investment advisors.

Redhawk Wealth Advisors, Inc., a leading full-service turnkey RIA, partnered with AdvisoryWorld in order to enhance the services and tools for affiliated advisors. Redhawk will integrate the AdvisoryWorld SCANaltyics portfolio analytics, investment planning and proposal generation application into its advisor platform.

Integration of Best-In-Breed Technology Solutions Enables Advisors to Harness Orion’s Portfolio Accounting Suite Through Junxure Cloud^™

Orion Advisor Services, LLC (“Orion”), the premier portfolio accounting service bureau, has been working with Junxure, an industry-leading client relationship management (“CRM”) solutions provider for financial advisors, to deliver a fully integrated CRM user experience for the advisory community. To that end, Junxure Cloud^™, Junxure’s new cloud CRM solution for advisors, offers direct access to the Orion Connect portfolio management application; this integration enables advisors to utilize the interaction capabilities of Junxure’s CRM and the reporting power of Orion’s portfolio management tools, all from the comfort of Junxure Cloud.

Together goalgamiPro® and Orion Connect provide enhanced financial planning, CRM and reporting capabilities

Advisor Software, Inc. ("ASI"), a provider of wealth management solutions for the financial advisor market, announced today a partnership with Orion Advisor Services, LLC ("Orion") to integrate the two companies' software applications for financial advisors.

Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider, has delivered a suite of integrated portfolio accounting solutions to Gradient Investments

Firm’s Infrastructure Meets Highest Security Standards in the Industry

Several major advisory technology firms have formed a new partnership called FAStech, which will give participating universities free access to eight leading software technologies used by advisors.

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, is delivering more robust performance reporting capabilities to its advisor clients through expanded integrations with Advisoryworld, a leading provider of customizable p