New Orion App Revolutionizes Client Reports

Orion Engage Enables Advisors to Produce Personalized Video Reports That Strengthen Client Relationships

Jan 28, 2014, 09:08 ET from Orion Advisor Services, LLC

OMAHA, Neb., Jan. 28, 2014 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service bureau, announces the release of a new web-based app, Orion Engage, which helps advisors communicate more effectively with clients by creating interactive videos that can present portfolio performance and other unique details specific to individual clients.


"Standard paper and online statements are no longer enough for advisors to foster effective long-term engagement with clients," said Eric Clarke, President and Founder of Orion. "The Engage app was designed to provide advisors with an integrated platform where they can combine various multimedia tools to create personalized portfolio reports that truly deepen the advisor/client relationship."

Advisors using the patent-pending Engage app can record and upload their own videos, or utilize the full suite of production services available from Blu Giant Advisor Services, a division of Orion's parent company, NorthStar Financial Services Group, LLC. Once a video has been uploaded, the Engage app can be deployed from desktop and mobile devices to insert personalized client data including portfolio valuation, performance, benchmark returns, and additional integrated client specific data elements from other systems. Orion's Engage app creates a statement experience that goes well beyond simple digital replication of a traditional paper statement. Engage is a reimagining of how advisors can better communicate with their clients. Each client who views a video produced through Engage receives dynamically-generated information specific to their accounts; videos can also contain interactive elements and data can be pulled in from other sources to further enrich the experience.

Through Engage's integration with other advisor-focused software systems, advisors can add customized calls to action throughout videos. For example, advisors can access MoneyGuidePro from Engage to include personalized client goals in each video and link portfolio and market performance with goal progress. In addition, Engage users can access Redtail or another leading CRM software to offer clients the chance to arrange meeting times during or after viewing their videos. Advisors can also choose how frequently they wish to distribute client video reports using Engage.

"We're incredibly excited about this integration with Engage," said Brian McLaughlin, CEO of Redtail Technology, Inc. "Helping advisors create a client-centric environment for their operations is one of the primary focuses of Redtail's development efforts. Orion is certainly offering advisors the opportunity here to take what is traditionally a non-engaging client communication and turn it into something that their clients will not only appreciate, but also look forward to. Engage's integration with Redtail CRM, in the form of a call to action for easy and immediate review scheduling, demonstrates Orion's commitment to integration that serves the needs of both advisors and their clients."

Tyrone C. Philippi, President of LifePlan Financial Group, Inc., also expressed confidence in how Engage would affect his business. "LifePlan has been utilizing video to help our clients prepare and complement our quarterly meetings," he said. "We are excited about how Engage will make our connections more personalized for each client and allow us to leverage further our service capabilities."

"Using Engage will make the client experience richer and more personal," said Megan Meade, President of The Pacific Financial Group, Inc. "We are delighted with our partnership with Orion as they continue to be on the cutting edge of financial services solutions."

Learn more about Engage at

For more information or to speak with Orion, please contact Dana Taormina at 973-850-7305 or

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 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 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 360 advisors and administrates over $135 billion in assets for more than 660,000 accounts. For more information about Orion Advisor Services, LLC, visit

Dana Taormina
Jennifer Connelly Public Relations


SOURCE Orion Advisor Services, LLC