Orion Advisor Services Simplifies Purchasing Top Financial Technology via Orion Connect

OMAHA, NE—(Marketwired – September 14, 2016) –

  • Through Orion Connect, advisors now have the ability to purchase bundled offerings and integrations via a streamlined purchasing process;
  • Select companies include Junxure, AdvisoryWorld, Morningstar, MoneyGuidePro®, Orchestrate, LLC, WealthSite Inc. Private Asset Platform, Quovo, Wealth Access, and Riskalyze

Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider for financial advisors, has entered into reseller agreements with the industry's top financial technology firms.

Through Orion Connect, advisors now get the benefit of a bundled, simplified purchasing process for select integration partners. These partners include Junxure, AdvisoryWorld, Morningstar (Morningstar® ByAllAccountsSM and Morningstar® Total Rebalance Expert), MoneyGuidePro®, Orchestrate, LLC, WealthSite Inc. Private Asset Platform, Quovo, Wealth Access, and Riskalyze.

“While streamlined data sharing is a huge component of our open architecture platform, advisors also deserve a client service model that integrates just as seamlessly as their data feeds,” said Eric Clarke, CEO of Orion. “We feel that by offering advisors a more streamlined purchasing and contracting process, we're making it more accessible for them to explore and take advantage of the technology options that are right for them.”

Riskalyze, the company that empowers thousands of advisors to align each client's investments with their Risk Number®, is one of the select integration partners available for purchase through Orion. “Integration absolutely cannot be limited to the technology functionalities of two or more platforms,” said Aaron Klein, CEO of Riskalyze. “As proven by this year's Fuse conference, Orion understands this instinctively, and for that we are excited to be a part of this newest agreement.”

As part of Orion's ongoing initiative to provide advisors with innovative technology tools that help them to better serve their clients, Orion hosted its third consecutive Fuse conference in Park City, Utah in early September. Fuse is the wealth management industry's only conference dedicated specifically to financial advisor technology developers, gathering the industry's top innovators and Orion's integration partners for a marathon coding event aimed at developing new products and features to integrate within Orion's open architecture platform. For updates on the hackathon winners and integrations developed at Fuse, click here [orionadvisor.com/blog].

To learn more about Orion Advisor Services, visit www.orionadvisor.com.

For media inquiries, contact orion@ficommpartners.com.

About Orion

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back–office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than 900 advisory firms with total assets under administration in excess of $300 billion, from more than 1,250,000 individual accounts.

For more information about Orion, visit www.orionadvisor.com and follow Orion on Twitter: @orionadvisor

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