Orion Advisor Services, LLC, 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 investment advisors 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.
Integration Partner Details
- Name:Orion Advisor Services
- Category:Portfolio Accounting System