Bundled (multiple products/modules available)
By Orion Advisor Services
17605 Wright St.
Omaha, NE 68130
Orion Advisor Services, LLC empowers investment advisors to build a better business. Our comprehensive portfolio accounting system liberates advisors from their back office so they can devote more time to client activities and enjoy their business again.
Orion's suite of services allows advisors to outsource the daily duties of running a financial services office. Process-driven solutions bring efficiencies to operational areas including new account set up, trading, reconciliation, fee billing, and performance generation and delivery. Orion's Business Metric Reports - a key differentiator - provide extensive business analysis and benchmark comparisons. This is the information advisors need to know to make fact-based business decisions. Our innovative use of mobile apps, video market commentary, and eSignature technology support the advisor-client relationship like no other service bureau.
Orion offers customization - we fit the way you do business, not the other way around. Orion offers integration - portfolio accounting and rebalancing solutions offer real-time integrated service with CRM, financial planning, and other third-party applications. Orion offers scalability - with over 500,000 accounts in service and more than $110 billion in assets, our economies of scale bring advisors a 30+% cost savings compared to firms who run in-house systems. We also have one of the largest and most experienced service bureau staffs - think of us as an extension of your staff.
Orion was founded in 1999 by an advisor for advisors. The company is a subsidiary of NorthStar Financial Services Group, LLC, a holding company for several subsidiaries serving the investment industry.
For more information, visit www.orionadvisor.com.
- Account aggregation
- Portfolio management
- Portfolio re-balancing
- Additional services: Advisory Fee Billing, Automated New Account Opening, Custom Branded Mobile Application, Client Portal, Licensed reseller of Salesforce, Composite Reporting, Open API, Trade Order Management, Rep Portal, Quarterly statement printing and mailing, Email reporting, Video statement production and delivery, Business Intelligence
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Executive Vice President of Business Development
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