Hanson McClain Strategic Advisors Selects Orion Advisor Services to Increase Efficiencies in the HMSA "Select Portfolio Management Program"

Sep 15, 2011, 09:17 ET from Orion Advisor Services

OMAHA, Neb., Sept. 15, 2011 /PRNewswire/ -- Orion Advisor Services, LLC, a comprehensive portfolio accounting service bureau, has added Hanson McClain Advisors, an independent investment advisory firm that advises on over $900 million in assets, as a new client. The Orion system offers the flexibility and responsiveness Hanson McClain Advisors needed to help their advisor partners increase efficiencies and improve productivity. Expediting the operational gains will be essential as Hanson McClain Advisors establishes and introduces this exciting new turnkey asset management platform – Hanson McClain Strategic Advisors.

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"We want our advisor partners to be more efficient in their daily processes and more effective in their asset gathering initiatives," said Steve Burnett, President of Hanson McClain. "Using one system to access client information, execute trading and generate billing gives us that efficiency. Orion's multi-user web portals lets our advisors – and their clients – access account information and reports via the web. The customization within the reporting functions will be used throughout our organization, from advisor-level performance reports to individual client summaries."

As a back-office solutions provider, Orion is an expert on helping advisors increase efficiencies. The company streamlines the administrative tasks associated with new account set up, database maintenance, trading, reconciliation, and client statement production. "By helping advisors get the day-to-day functions under control, we literally give them more time to devote to building client relationships and managing assets," said Eric Clarke, President of Orion Advisor Services.

Orion is not one to rest with merely streamlining operations. The company's innovative application of technology integrates all the systems within an advisor's office and makes everything from client information to business reports assessable through an easy-to-use mobile app. An industry-exclusive feature allows advisors to brand the app with their firm name and logo. Orion has the industry's most experienced service bureau staff and exceptional service standards, factors also influencing Hanson McClain's decision to collaborate with Orion.

To request more information or to speak with Orion or Hanson McClain, please contact Dana Taormina at 973-850-7305 or dtaormina@jcprinc.com.

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 once 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 over a decade ago, Orion was formed to address the technology needs of its sister company, a fee-only independent RIA 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 250 advisors and administrates over $60 billion in assets for more than 400,000 accounts. For more information about Orion Advisor Services, LLC, please visit www.orionadvisor.com.

About Hanson McClain Advisors

Founded in 1993, Hanson McClain Advisors, Inc. is an independent financial planning and investment advisory firm whose independence helps advisors to fulfill their fiduciary responsibility to clients – not investment product makers. Hanson McClain Advisors also leads Hanson McClain Strategic Advisors, a full-service, turnkey asset management program, which integrates asset management strategies with a business support model for practice success. HMSA helps Investment Advisors create a strategy to address their clients' portfolio and service needs. We offer support and service consistency from the asset gathering stage through the investment selection and ongoing client management process.

The company's involvement in the community is a fundamental part of Hanson McClain's business philosophy and core values. Hanson McClain is dedicated to making our community a better place to live and is an active supporter of a number of charitable organizations. For more information about Hanson McClain, please visit www.hansommclain.com.


Dana Taormina




SOURCE Orion Advisor Services