Orion Advisor Services, LLC, ("Orion") the premier portfolio accounting service provider for advisors, has announced an integration pairing its technology platform with Advizr, a provider of financial planning software.
The Advizr and Orion integration empowers financial advisors to provide a higher level of service to their clients. Orion’s powerful account management and performance reporting software will feed directly into Advizr’s streamlined financial planning application.