Orion Client Portal Goes Open Source

Redesign Focuses on Visualization and Simplification of Data to Give Financial Advisors a Complete Picture of Their Clients' Wealth

May 01, 2014, 09:15 ET from Orion Advisor Services, LLC

OMAHA, Neb., May 1, 2014 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service bureau, announces a complete redesign of the functionality and features of the client portal for its financial advisor clients. With this redesign, advisors have new capabilities to communicate more effectively with their clients, and give clients a complete snapshot of all their assets, whether managed by the advisor or not.

"We re-engineered the client portal from the ground up in order to present a more distinctive and appealing look," said Eric Clarke, President and Founder of Orion. "The new portal strips away unnecessary clutter and emphasizes the information that matters most to clients. We are confident the new portal will serve as a springboard for advisors looking to initiate more meaningful conversations with their clients."

The most significant new feature is the ability for advisors, and their clients, to interact with pertinent data right on the screen, rather than first running a report. Working hand-in-hand with this feature is a new integration that leverages Intuit's aggregation capabilities. For the first time, clients have the ability to add data on accounts not managed by their advisors into the client portal, giving advisors a deeper view of a client's total wealth picture and putting them in a better position to service all of their clients' financial needs.

"Embedding the Intuit account aggregation feature directly into the client portal for the investment client is truly a game-changer," said Mr. Clarke. "Giving clients the capability to add their own accounts and use the portal as a true, singular location to measure their entire net worth adds a level of value we don't see being offered elsewhere."

Orion's redesigned web portal will foster more efficient communication between clients and their advisors by permitting live video discussions of important issues that can't wait for a quarterly in-person meeting. Clients also have the option of sending task requests to their advisors through the Orion system, which can be immediately addressed or assigned to another team member at the advisory firm to complete as appropriate. A newly integrated RSS feed allows advisors to keep communication consistent by creating a blog or feeding important updates to their clients from within the client portal.

The redesigned portal also allows for locally stored files to be uploaded, and incorporates cloud storage integrations with Box and Dropbox for quick and simple file sharing. Advisors and integration partners can now also add their own web pages after accessing the Orion Portal Code published at GitHub, the web-based hosting service for open-source software development projects.

"This upgraded client portal is the latest example of Orion's ongoing commitment to fueling innovation for its customers," said Aaron Klein, Chief Executive Officer of Riskalyze, an Orion integration partner. "The Orion Portal Code published at GitHub is especially compelling because it demonstrates how Orion empowers integration partners like us to think outside of the box and further customize Orion's tools to grow our practices."

Those who wish to learn more about Orion's new client portal can attend a webinar hosted by the firm on May 1, 2014 at 1 P.M. CST by signing up at orionadvisor.com/events, or visit www.orionadvisor.com.

For more information about other Orion products or to speak with a company representative, please contact Jami Schlicher at 973-850-7309 or jschlicher@jcprinc.com.

About Orion Advisor Services, LLC
Orion Advisor Services, LLC, is the premier portfolio accounting service provider for advisors. The firm has unique insights into the advisory profession because it was founded for investment advisors by investment advisors in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to grow their businesses over the long term. The firm's technology solutions empower more than 400 advisory firms with total assets under administration in excess of $150 billion from more than 650,000 individual accounts.

For more information about Orion Advisor Services, LLC, visit www.orionadvisor.com or follow Orion at @orionadvisor.

Jami Schlicher
Jennifer Connelly Public Relations

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SOURCE Orion Advisor Services, LLC