Orion Advisor Services, LLC, is the premier portfolio accounting service provider founded by and for investment advisors. Orion’s mission is to liberate advisors from their back offices so they can enjoy the client relationship side of business once again. Process-driven solutions bring efficiencies to operational areas including new account set up, trading, reconciliation, fee billing, and client communications. Orion services feature the integration, scale and customization advisors need to support business growth.
Founded in 1999, Orion was formed to address the technology needs of its sister company, a fee-only independent RIA whose growth was constrained by its existing portfolio management platform. Unable to find the right solution, Orion built its own. By 2012, Orion was empowering 260+ advisors and administrating over $60 billionin assets for more than 500,000 accounts. For more information about Orion Advisor Services, LLC, please visit www.orionadvisor.com.
Check out this whitepaper to see how other advisors are using ByAllAccounts and Orion Advisor Services to broaden client relationships and increase revenues and AUM.