OMAHA, Neb., June 6, 2011 /PRNewswire/ -- Orion Advisor Services, LLC, a premier portfolio accounting service provider, announced the addition of one of the industry's premier investment firms to its client list. United Planners, a broker-dealer and registered investment advisor providing full brokerage, insurance, investment advisory services and retirement plan services, will utilize Orion's comprehensive back-office solutions to improve client service and portfolio management.
"We are very excited to have the opportunity to offer advisors at United Planners our detailed,
high-touch services," said Eric Clarke, President of Orion Advisor Services. "At a time when efficiency is more important than ever, our economies of scale empower advisors to reduce costs and focus on serving their clients."
United Planners will integrate its multi-advisor office into the Orion system to take advantage of its full suite of features, which will enable greater overall efficiency for both the back office and the advisor.
"Orion's high level of customization, scalability and integration will allow us to meet the needs and styles of each of our advisors," said Billy Oliverio, Vice President of United Planners. "This is a great example of how we provide solutions to our advisors to support their business and ultimately, better serve their clients. Orion's system will also streamline our back-office processes to be more efficient."
To request more information or to speak with Orion, please contact Dana Taormina at 973-732-3521 or [email protected].
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 serve as the "Ultimate Portfolio Accounting
Service Bureau," with outsource solutions that provide advisors with the integration, scale and customization they need to support their growth. Looking beyond advisors' performance reporting needs, Orion provides advisors with process driven technology solutions that will bring turnkey efficiencies to their new account, trading, and fee billing processes.
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 being constrained by its existing portfolio management platform. Unable to find the right solution, Orion built its own. Today, the firm empowers over 225 advisors with the most comprehensive back-office solution available and administrates over $50 billion in assets for more than 400,000 accounts. For more information about Orion Advisor Services, LLC, please visit www.orionadvisor.com.
About United Planners
United Planners is a full-service independent broker/dealer and registered investment advisor that is uniquely structured as a limited partnership that provides ownership opportunities to its financial advisors. United Planners was established in 1987 and is a nationwide firm that provides independence and flexibility that is supported by a strong back-office. United Planners has strategic relationships with various open-architecture service providers across the various segments of the industry to provide their financial advisors the tools and resources to continue to build their business, while adhering to high fiduciary standards. For additional information, visit United Planners' web site at www.joinunitedplanners.com. Member FINRA, SIPC. To request more information, contact Partner Development at 800.966.8737.
Orion Advisor Services and United Planners are unaffiliated