Orion Advisor Services, LLC Releases New Discover App For Creating Customizable Online Client Questionnaires

Comprehensive Form-Builder Enables RIAs to Easily Connect with Prospects Before Their First Meeting

Nov 11, 2013, 09:08 ET from Orion Advisor Services, LLC

OMAHA, Neb., Nov. 11, 2013 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider, announced the release of Discover, an interactive app that allows RIAs to design their own unique online client questionnaires to capture and connect with prospects prior to their initial meetings. With Discover's intuitive and comprehensive form-building function, advisors can develop customized questions and request relevant data, including information regarding savings, insurance and current investment holdings, helping to ensure that their first encounters with potential clients are meaningful and productive.

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Optimized for mobile and tablet devices, Discover can be embedded on any website to drive leads, collect data, provide analytics and produce custom materials. Advisors can write their own questions to address the exact topics they wish to cover, or they can select from the suggested questions included in the app; response options include drop-down menus, sliders and open-text boxes. With this information, advisors can use Discover to easily provide a free overview of the prospect's financial situation, providing a compelling introduction to their services even before the initial meeting.

"Our team explored a number of interactive marketing solutions for our prospective clients." said Dave Barton, President and CEO of Mercer Advisors. "The Discover app is the first solution we have found that combines the required interaction with ideal levels of simplicity, clarity, and ease of use."

Through integrations with AdvisoryWorld and account aggregation providers, Discover provides both prospects and advisors with in-depth HoldingScan details and custom scorecards to gauge how well a prospect would fit with an advisor, and vice-versa. It also allows advisory firms to measure and track leads, syncing all of their newly captured lead data seamlessly into Salesforce.

"With the Discover app, Orion is delivering the type of innovative, flexible and customizable technology that helps advisors successfully connect with their prospects," said Eric Clarke, Orion President and Founder. "This is especially significant for connecting with next-generation investors, who are tech-savvy and want to be involved in the decision-making process. Advisors have responded enthusiastically to Discover because it provides them with everything they need to create their own call to action and then follow up with a unique value-added introduction."

To learn more about the Orion Discover app, sign up by logging onto www.discoverorion.com.

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

About Orion Advisor Services, LLC
Orion Advisor Services, LLC ("Orion") 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 over 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 650,000 accounts. For more information about Orion, visit www.orionadvisor.com.


Dana Taormina

Jennifer Connelly Public Relations



SOURCE Orion Advisor Services, LLC