OMAHA, Neb., Dec. 12, 2013 /PRNewswire/ -- Carson Institutional Alliance and Carson Wealth Management Group have selected Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service bureau, to provide billing, performance reporting and additional back-office solutions.
Carson Institutional Alliance offers a customized partnership for advisors, allowing them to expand operating efficiencies while lowering overall costs. As part of the scale and systemization that advisors gain through the partnership, Carson Institutional Alliance will work with Orion to provide access to Orion's billing, reporting, trading, rebalancing and other portfolio management and accounting functionalities from within the Salesforce CRM system. The totally integrated, multi-custodian solution being offered by Carson Institutional Alliance is called the Client Experience Optimizer (CEO) and involves Orion, a document management system, and a leading CRM.
Carson Wealth Management Group, one of the largest wealth management advisory firms in the country with approximately 1.1 billion in assets under management and nearly $4 billion in assets under advisement, is the first office within the Carson Institutional Alliance to fully integrate under Orion's platform. Orion was chosen because of their ability to deliver a more efficient and scalable portfolio accounting technology for tracking new accounts and assets coming under management.
"Tying all the technology applications together will position the firm for increased growth and economies of scale while allowing its advisors, and institutional partners, to spend more time focusing on client needs," said Eric Clarke, President and CEO of Orion. "We are committed to placing wealth managers ahead of their competition by offering them the most innovative and reliable long-term solutions for their back offices."
"The best-in-class tools and integration provided by Orion make it easier for us to deliver the comprehensive and transparent services necessary for our clients to achieve their financial goals," said Ron Carson, Founder and CEO of both Carson Wealth Management Group and Carson Institutional Alliance.
For more information or to speak with Orion, please contact Dana Taormina at 973-850-7305 or [email protected].
For more information or to speak with someone within the Carson organizations, please contact Karen Embry at 913-649-5009 or [email protected].
About Orion Advisor Services, LLC
Orion Advisor Services, LLC, is the premier portfolio accounting service provider founded by and for investment advisors. Orion's mission is to liberate advisors from their back offices so they can enjoy the client relationship side of their business again. Process-driven solutions bring efficiencies to operational areas including new account set up, trading, reconciliation, fee billing, and client communications. Orion services feature the integration, scale, and customization advisors need to support business growth.
Founded nearly a decade ago, Orion was formed to address the technology needs of its sister company, a fee-only independent registered investment advisor whose growth was constrained by its existing portfolio management platform. Unable to find the right solution, Orion built its own. Today, the firm empowers over 350 advisors and administrates over $130 billion in assets for more than 600,000 accounts. For more information about Orion Advisor Services, LLC, visit www.orionadvisor.com.
About Carson Wealth Management Group and Carson Institutional Alliance
Carson Wealth Management Group was founded by Ron Carson in 1983. Carson Wealth Management Group offers a range of services to high-net-worth investors and financial advisors serving the affluent marketplace. Based in Omaha, NE, Carson Wealth Management Group's mission is to inspire our clients to achieve True Wealth through education, communication, and service which exceed their expectations. For more information, please visit www.carsonwealth.com.
Carson Institutional Alliance partners with growth-minded, client-centered, solutions-focused advisors serving high-net worth investors, enabling them to focus on building new and existing client relationships. The partnership helps advisors deliver trust, transparency and accountability through marketing and PR support, operational efficiency, compliance, wealth management and financial planning. In addition to these turnkey solutions, advisors can enhance their value proposition through added depth of one of the nation's best teams, which was ranked seventh in Barron's 2013 Top 100 Financial Advisors. These resources enable advisors to simplify and grow their business, all while maintaining their autonomy and equity.
For more information, please visit www.carsoninstitutional.com.
SOURCE Orion Advisor Services, LLC