OMAHA, Neb., Sept. 19, 2013 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider, has launched Orion Mail, a new service that leverages Orion's reporting tools to help advisors improve client communication by efficiently creating and formatting robust electronic portfolio updates for clients.
Orion Mail allows advisors to build automated email templates that display portfolio values, performance returns, market commentary, top holdings and other pieces of information in all communication to clients without showing personal account information. This functionality also enables advisors to fully customize their email templates, making it easier for users to insert and delete content, adjust mailing frequency and add or remove recipients from mailing lists.
"With Orion Mail, advisors gain increased efficiencies by easily emailing portfolio data they would normally pay to print and mail in a statement, and they can do so in a way that protects the client's confidential information. This will allow for better use of their resources and more informed conversations with clients about their portfolios," said Eric Clarke, President and CEO of Orion. "When advisors provide feedback, we listen in order to continue providing the latest technology that allows advisors to spend more time servicing their clients."
Advisors can also use Orion Mail to send customized portfolio updates to broker-dealers and representatives. Orion Mail's email templates can be personalized to include summary data based on broker-dealer and representative books of business, such as total assets under management, number of new accounts and average account size. In addition, advisors can enable representatives to use Orion Mail to create and send their own email templates to improve communication with their clients.
To request more information or to speak with Orion, please contact Dana Taormina at 973-850-7305 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 350+ advisors and administrates $114 billion in assets for more than 600,000 accounts.