Orion Advisor Services, LLC
EVP of Business Development
Social Media @OrionAdvisor, orionadvisor.com/community, facebook.com/OrionAdvisor, Orion Advisor Services, LLC (open LinkedIn group)
Resources: The solutions Orion offers to advisors can be viewed at www.orionadvisor.com/solutions.
About the company:
Orion Advisor Services, LLC (“Orion”), is the premier portfolio accounting service provider for advisors. The 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 grow their businesses over the long term. The firm’s technology solutions empower more than 400 advisory firms with total assets under administration in excess of $150 billion from more than 650,000 individual accounts.
Core Services offered:
Reconciliation, billing, reporting, trading, back office service and support.
About the CEO:
Eric Clarke is President and CEO of Orion. Orion was founded with the belief that advisors deserve a more client-focused portfolio management system and better back office support. Eric is focused on introducing innovative solutions to everyday problems so advisors can truly enjoy their business again.
What the firm does:
Orion empowers its advisor clients to serve their clients and grow their practices by providing them with customization, integration and scale. Our first-to-market solutions include offering custom-branded mobile apps, video statements for a more engaging quarterly reporting experience, an open-sourced client portal for total customization possibilities, and a web services API. Our technology solutions allow advisors to enjoy their business again.
Providing a Holistic View
Use cases/ways that clients use the aggregated data Orion Delivers:
Clients utilize Orion’s data aggregation services to manage accounts across a wide variety of custodians from one single location. From managed advisory accounts to held away assets, advisors can use Orion to monitor every dollar in their firm, no matter where the money is held.
How offering access to institutional-quality financial account data from ByAllAccounts, across a multitude of account types and thousands of investment sources, has helped Orion’s advisory clients to grow their practices:
A client of Orion’s based out of California used Orion’s account aggregation capabilities to more than double the size of their AUM within one year signing up for Orion’s services. Prior to utilizing Orion, this client did not offer its representatives a back-office solution with a multi-custodian interface where they could track all client accounts in one single location.
Want to learn more about how Orion integrates with ByAllAccounts? Register here for our webinar on Wednesday, May 21st at 1pm.
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