ORION ADVISOR SERVICES, LLC

Orion Advisor Services, LLC offers a complete back office outsourcing solution for Registered Investment Advisory Firms.  Based in Omaha, Orion’s service oriented back office solution provides an online portfolio management software system, however Orion’s staff serves as the personnel to download, maintain, reconcile and aggregate the Investment Advisor’s client database.  The online database can be accessed by a link from the Investment Advisor’s website and can support multiple log in levels, including the Investment Advisor, Broker Dealer, solicitor and the end client.  Aside from the daily database maintenance, the Investment Advisor can also outsource the print and mailing of statements, advisory fee billing and trade and model facilitation. 

By choosing Orion Advisor Services as your back office solution, Investment Advisors will have access to multi-million dollar technology that provides speed, redundancy and scalability to their businesses.  Based out of Omaha, NE, Orion currently services over $4 billion in assets and nearly 60 Investment Advisory firms. 

Click here for more information about Orion.

 
 
 
 
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