A new integration between Orion and Asset-Map is designed to bring advisors closer to a fully integrated meeting experience, where clients can see their full financial […]
Allianz Life Insurance Company of North America announced that it is partnering with Orion Advisor Services, LLC (Orion), a top portfolio management solution provider for registered investment advisors. […]
Lincoln Financial Group has announced a strategic partnership with Orion Advisor Services, LLC (“Orion”), a portfolio management solution provider for registered investment advisors, to offer a […]
The independent advisory space continues to evolve, and Orion Advisor Services is evolving with it. Some in the industry have speculated for some time that firms […]
Orion Advisor Services, LLC (“Orion”), a portfolio accounting service provider for advisors, has announced that its direct-indexing tool for Advisor Strategy and Tax Return Optimization (“ASTRO”) […]
Three of the financial services industry’s leading software and marketing partners have joined forces to fulfill TAMPs’ need for white-labeled technology with dynamic UI/UX and heightened administrative […]
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 […]
Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider for advisors, announced it is hosting the first ever Ascent conference. The goal of the conference is to provide […]
Orion Advisor Services has announced the general release of Orion Social, an advisor-facing application that connects advisors with Orion experts, online training tutorials, and advisor peers […]
Financial advisors using Everplans Professional (“Everplans”) and Orion Advisor Services, LLC (“Orion”) now have a new tool to engage and grow their client base. Everplans, a guided […]