Orion Announces Upgrades to Advisor Desktop
Poster: SySAdmin
Posted on December 13, 2010 at 9:35:01 AM
Orion Announces Upgrades to Advisor Desktop
New Feature Lets Clients Access Advisor Video Commentary from Mobile Devices
OMAHA, Neb., Dec. 13, 2010 /PRNewswire/ -- Orion Advisor Services, LLC, a premier portfolio accounting service provider founded by and for Registered Investment Advisors, is pleased to announce a new release for its Advisor Desktop, a powerful portfolio management suite designed for RIAs as a primary database management tool.
(Logo: http://photos.prnewswire.com/prnh/20101115/NY01419LOGO )
The latest release includes an upgrade that allows advisors to incorporate video market commentary on their client's statements. Clients will be able to scan their iPhone, Droid or other mobile device over the scan tag on the statement and automatically launch the video.
"We live in an increasingly mobile world where more people have a cell phone than a personal computer. Our latest upgrades reflect that reality," said Eric Clarke, President of Orion Advisor Services, LLC. "We developed Advisor Desktop to offer customized solutions that help RIAs grow their business and we believe that will increasingly mean finding new ways to interact with clients utilizing the latest technology."
Advisor Desktop provides advisors with powerful performance reporting and rebalance trading tools, as well as the ability to quickly and easily edit client data all in one system. The desktop application is made available via Orion's data center through a secure Internet connection.
The new feature not only allows clients to hear high-level commentary on the market by just scanning the tag on their statement, but gives advisors a way to interact with their clients through a more direct communication than just a statement on its own.
"Clients want to be able to hear directly from their advisors, but it's not always possible to schedule a meeting or review their statement together," Mr. Clarke said. "The latest upgrade gives advisors another tool to deliver value to their clients. We will continue to look for new ways to provide RIAs with the technology and support they need to serve their clients, manage portfolios and grow their business."
To request more information or to speak with Orion, please contact Dana Taormina at 973-732-3521 or dana@jcprinc.com.
About Orion Advisor Services, LLC
Orion Advisor Services, LLC, is a premier portfolio accounting service provider founded by and for investment advisors. Orion's mission is to serve as the "Ultimate Portfolio Accounting Service Bureau," with outsource solutions that provide advisors with the integration, scale and customization they need to support their growth. Looking beyond advisors' performance reporting needs, Orion provides advisors with process driven technology solutions that will bring turnkey efficiencies to their new account, trading, and fee billing processes.
Founded over a decade ago, Orion was formed to address the technology needs of its sister company, a fee-only independent RIA whose growth was being constrained by its existing portfolio management platform. Unable to find the right solution, Orion built its own. Today, the firm empowers over 200 advisors with the most comprehensive back-office solution available and administrates over $45 billion in assets for more than 300,000 accounts. For more information about Orion Advisor Services, LLC, please visit http://www.orionadvisor.com.
SOURCE Orion Advisor Services, LLC
Photo:http://photos.prnewswire.com/prnh/20101115/NY01419LOGO
http://photoarchive.ap.org/
Orion Advisor Services, LLC
CONTACT: Dana Taormina, JCPR, +1-973-732-3521, Dana@jcprinc.com
Web Site: http://www.orionadvisor.com
New Feature Lets Clients Access Advisor Video Commentary from Mobile Devices
OMAHA, Neb., Dec. 13, 2010 /PRNewswire/ -- Orion Advisor Services, LLC, a premier portfolio accounting service provider founded by and for Registered Investment Advisors, is pleased to announce a new release for its Advisor Desktop, a powerful portfolio management suite designed for RIAs as a primary database management tool.
(Logo: http://photos.prnewswire.com/prnh/20101115/NY01419LOGO )
The latest release includes an upgrade that allows advisors to incorporate video market commentary on their client's statements. Clients will be able to scan their iPhone, Droid or other mobile device over the scan tag on the statement and automatically launch the video.
"We live in an increasingly mobile world where more people have a cell phone than a personal computer. Our latest upgrades reflect that reality," said Eric Clarke, President of Orion Advisor Services, LLC. "We developed Advisor Desktop to offer customized solutions that help RIAs grow their business and we believe that will increasingly mean finding new ways to interact with clients utilizing the latest technology."
Advisor Desktop provides advisors with powerful performance reporting and rebalance trading tools, as well as the ability to quickly and easily edit client data all in one system. The desktop application is made available via Orion's data center through a secure Internet connection.
The new feature not only allows clients to hear high-level commentary on the market by just scanning the tag on their statement, but gives advisors a way to interact with their clients through a more direct communication than just a statement on its own.
"Clients want to be able to hear directly from their advisors, but it's not always possible to schedule a meeting or review their statement together," Mr. Clarke said. "The latest upgrade gives advisors another tool to deliver value to their clients. We will continue to look for new ways to provide RIAs with the technology and support they need to serve their clients, manage portfolios and grow their business."
To request more information or to speak with Orion, please contact Dana Taormina at 973-732-3521 or dana@jcprinc.com.
About Orion Advisor Services, LLC
Orion Advisor Services, LLC, is a premier portfolio accounting service provider founded by and for investment advisors. Orion's mission is to serve as the "Ultimate Portfolio Accounting Service Bureau," with outsource solutions that provide advisors with the integration, scale and customization they need to support their growth. Looking beyond advisors' performance reporting needs, Orion provides advisors with process driven technology solutions that will bring turnkey efficiencies to their new account, trading, and fee billing processes.
Founded over a decade ago, Orion was formed to address the technology needs of its sister company, a fee-only independent RIA whose growth was being constrained by its existing portfolio management platform. Unable to find the right solution, Orion built its own. Today, the firm empowers over 200 advisors with the most comprehensive back-office solution available and administrates over $45 billion in assets for more than 300,000 accounts. For more information about Orion Advisor Services, LLC, please visit http://www.orionadvisor.com.
SOURCE Orion Advisor Services, LLC
Photo:http://photos.prnewswire.com/prnh/20101115/NY01419LOGO
http://photoarchive.ap.org/
Orion Advisor Services, LLC
CONTACT: Dana Taormina, JCPR, +1-973-732-3521, Dana@jcprinc.com
Web Site: http://www.orionadvisor.com