The Pacific Financial Group Selects Orion Advisor Services As Portfolio Accounting Service Partner

OMAHA, Neb., Dec. 18, 2012 /PRNewswire/ -- Orion Advisor Services, LLC (Orion), a premier portfolio accounting service provider, has entered into a partnership with The Pacific Financial Group, Inc. (TPFG), a boutique active investment management firm with more than half a billion dollars in assets under management as of November 31, 2012, in which TPFG will enhance its business by utilizing Orion's comprehensive portfolio accounting service bureau.

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"TPFG is a rapidly growing firm, and we are excited to have the opportunity to use our economies of scale to help their advisors increase their efficiencies and deliver the highest caliber of service to their clients," said Eric Clarke, President of Orion. "By providing TPFG with a fully customized and integrated accounting solution, TPFG's advisors will be freed from their back-office responsibilities and be able to devote more time and resources to client retention and business growth."

Orion's expertise is deeply rooted in liberating advisors from their back offices. By streamlining administrative tasks such as new account set-up, database maintenance, trading, reconciliation and client statement production, and delivering these efficiencies via innovative web-based portals and branded mobile apps, Orion provides advisors with a full suite of solutions to seamlessly manage day-to-day operational functions.

TPFG's back-office operating systems have completed the implementation process and are now fully compatible with Orion's solutions. The company will be using the Orion Connect app to run Orion's portfolio management and accounting solution from within Salesforce.com's customer relationship management (CRM) platform. Orion Connect was launched earlier this year to allow advisors to access financial planning, CRM and custodian platforms, via a single, customizable interface.

"After conducting extensive due diligence, it became abundantly clear that Orion's portals, apps, reports and other comprehensive service offerings were far superior to anything else in the marketplace," said Megan Meade, President of TPFG. "By allowing our advisors to spend more time enhancing client relationships, this partnership with Orion enhances our advisors' ability to help every client achieve their financial goals."

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 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 275+ advisors and administrates over $75 billion in assets for more than 500,000 accounts. For more information about Orion Advisor Services, LLC, visit www.orionadvisor.com.

About The Pacific Financial Group, Inc.
Based in Bellevue, Washington, The Pacific Financial Group, Inc. was founded in 1984. The boutique firm was structured to provide quality, professional investment advice and excellent service to each client. Since that time, they have continued the legacy of superior performance and service. The Pacific Financial Group invests in the best people, state of the art systems and cutting edge research and analytics in order to retain the performance and agility that is crucial during volatile times. They have earned a reputation for "beyond expectations" client service and a drive to create time-tested, yet contemporary investment solutions within long standing relationships.

As an active money manager, The Pacific Financial Group's portfolio management team evaluates and incorporates a broad spectrum of investment tools, including but not limited to Exchange Traded Funds (ETFs), Stocks, Bonds and Mutual Funds. They offer an array of portfolios available as Separately Managed Accounts, Managed Portfolios, Variable Annuity Optimization as well as Retirement Plan and Individual Participant Plan Management. They work strategically with professional financial advisors to help their clients achieve their financial goals.

For more information, please visit their website www.tpfg.com or call (866) 583-8743. 

SOURCE Orion Advisor Services