Orion Advisor Services Adds Moody’s Investors Service Bond Ratings

Orion Advisor Services, LLC (“Orion”), a portfolio accounting service provider for advisors, announced it has integrated with Moody’s Analytics, a subsidiary of Moody’s Corporation, to provide advisors with automatically updated Moody’s Investors Service bond ratings directly in the Orion portal.

Moody’s Investors Service bond ratings can now be added directly to Orion fixed income reports, providing advisors with a clear sense of risk associated with each portfolio. The ratings are automatically updated, which gives advisors and their clients with a direct license from Moody’s Analytics accurate, up-to-date ratings. Advisors can automatically leverage the ratings to show such clients the creditworthiness of their securities.

“At Orion, our mission has always been increased transparency, and our integration with Moody’s provides advisors and their clients with a clear picture of their portfolios, enabling advisors to make better decisions on behalf of their clients,” said Orion CEO Eric Clarke. “Whenever we are able to automate processes for advisors, we consider that a huge value-add that enables them be the best possible fiduciaries.”

“We are excited that Moody’s bond ratings have been automatically imported into Orion,” said Todd Douds, Director of Research and Operations at Fort Pitt Capital Group, LLC. “Our Fixed Income Portfolio Manager is leveraging Moody’s bond ratings to support the investment process for our clients.”

Moody’s Investors Service bond ratings are available in the Orion Connect, reports and mobile app and comes at no additional cost to all Orion clients.

ABOUT MOODY’S INVESTORS SERVICE

Moody’s Investors Service is a leading provider of credit ratings, research, and risk analysis. Moody’s commitment and expertise contributes to transparent and integrated financial markets. The firm’s ratings and analysis cover the debt of more than 120 sovereign nations, approximately 11,000 corporate issuers, 21,000 public finance issuers, and 72,000 structured finance obligations. Moody’s Investors Service is a subsidiary of Moody’s Corporation. Further information is available at www.moodys.com.

ABOUT MOODY’S ANALYTICS

Moody’s Analytics helps capital markets and risk management professionals worldwide respond to an evolving marketplace. The company offers tools for measuring and managing risk through expertise and experience in credit analysis, economic research, and financial risk management. By providing leading-edge software, advisory services, and research, including the proprietary analysis of Moody’s Investors Service, Moody’s Analytics integrates and customizes its offerings to address specific business challenges. Moody’s Analytics is a subsidiary of Moody’s Corporation (NYSE: MCO), which reported revenue of $3.6 billion in 2016, employs approximately 10,600 people worldwide and maintains a presence in 36 countries. Further information is available at moodysanalytics.com.

ABOUT ORION

Orion Advisor Services, LLC (Orion) is a portfolio accounting service provider for advisors. The firm was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can devote their time and energy to better serving clients. Orion provides integrated and fully customizable technology solutions to help advisors grow their businesses over the long term. The firm’s technology solutions empower more than 1,000 firms, have $450 billion in AUA and over 1.5 million accounts. Learn more at www.OrionAdvisor.com.

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