News from orion advisor services, llc A wide array of domestic and global news stories; news topics include politics/government, business, technology, religion, sports/entertainment, science/nature, and health/lifestyle.

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Oct 19, 2017, 09:00 ET Orion Advisor Services Partners with World-Class Asset Management Firms to Launch Free Peer-to-Peer Model Marketplace 'Orion Communities'

Orion Advisor Services, LLC, ("Orion") the premier portfolio accounting service provider for advisors, today announced Orion Communities, an...


Sep 19, 2017, 09:00 ET Orion Advisor Services and Mineral Interactive Launch Advisor Prospect Portal

Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors, and Mineral Interactive, the leading digital...


Sep 12, 2017, 10:23 ET RIA in a Box Wins Best in Show at Orion's Fourth Annual Fuse Conference

Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors, announced RIA in a Box as the winner of "Best...


Aug 10, 2017, 09:00 ET Orion Advisor Services Integrates with Electronic Form Filling Solution Quik!

Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors, today announced its integration with Quik!, an ...


Jun 27, 2017, 09:00 ET Orion Advisor Services Announces Fourth Annual Fuse Conference with Emphasis on Fintech Integrations

Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors, announced it will host its fourth annual Fuse...


Jun 15, 2017, 09:00 ET Orion Advisor Services Adds Moody's Investors Service Bond Ratings

Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors today announced it has integrated with Moody's...


May 12, 2017, 09:00 ET Orion Advisor Services Named Best Financial Advisor Platform in 2017 Benzinga Fintech Awards

Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors, announced it was named the best Financial...


May 11, 2017, 09:00 ET Orion Advisor Services Announces Inaugural Ascent 2017 Conference

Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors, announced it is hosting the first ever Ascent...


Apr 11, 2017, 09:00 ET Orion Advisor Services Launches Orion Social to Provide Advisors with Immediate Access to Training Resources and Advisor Peers

Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors, announced today it has launched Orion Social,...


Feb 16, 2017, 14:00 ET Orion Advisor Services Launches "Eclipse" to Provide Advisors with Customizable Trading and Rebalancing Platform

Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors, announced today that it has launched Eclipse,...


Jan 31, 2017, 08:00 ET TD Ameritrade Institutional and Orion Advisor Services Announce Integration of Veo Advanced Alerts and Orion Connect's Notifications App

Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for financial advisors, announced today that it has...


Dec 22, 2016, 09:00 ET Orion Advisor Services Launches Industry's First Fee-Benchmarking Tool

Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for financial advisors, has launched the industry's first...


Dec 18, 2014, 09:00 ET Orion Awarded Technology Tools for Today's Bleeding Edge Firm Award

Technology Tools for Today (T3) has released its latest T3 Technology Awards, and has named Orion Advisor Services, LLC ("Orion") the recipient of...


Oct 28, 2014, 09:45 ET Orion and Riskalyze Announce New Products to Deliver a One-Click Online Business Model for Independent Advisors

Orion Advisor Services, LLC (Orion) and Riskalyze today announced an expanded partnership with the coming launch of two new products: Orion Discover...


Oct 07, 2014, 10:00 ET Orion & HiddenLevers Complete Integration During Fuse Hackathon

Orion Advisor Services, LLC (Orion) an accounting service provider for investment advisors, now offers deep integration between its reporting...


Sep 09, 2014, 12:07 ET Orion Hosts Inaugural Fuse Weekend Conference For Financial Services Software Developers

Orion Advisor Services, LLC ("Orion") announces it will host Fuse 2014, the inaugural edition of a new industry conference for financial services...


Jul 22, 2014, 09:15 ET Orion Restructures Sales Team and Appoints Ryan Donovan as VP of Business Development

Orion Advisor Services, LLC ("Orion") has announced the restructuring of its Sales Team to expand its national presence in the investment advisory...


Jul 15, 2014, 09:10 ET Orion And Junxure Partner To Create Fully Integrated CRM/Portfolio Management Platform

Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service bureau, has been working with Junxure, an industry-leading client...


May 14, 2014, 09:05 ET PDS Planning Chooses Orion's Sleeve-Level Open-Architecture Trading Platform

When PDS Planning, Inc., an independent registered investment adviser based out of Columbus, Ohio, began searching for a new portfolio management...


Mar 25, 2014, 09:08 ET Orion Advisor Services, LLC and Total Rebalance Expert (TRX) Form Joint Venture; Announce Technology Integration

Total Rebalance Expert (TRX) and Orion Advisor Services, LLC (Orion) announced today a joint venture between the two companies to provide a "Total...


Jan 28, 2014, 09:08 ET New Orion App Revolutionizes Client Reports

Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service bureau, announces the release of a new web-based app, Orion Engage,...


Jan 07, 2014, 09:08 ET Orion Advisor Services, LLC Delivers Portfolio Accounting Solutions To Gradient Investments In Support Of Firm's Accelerated Growth

Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider, has delivered a suite of integrated portfolio accounting...


Dec 12, 2013, 09:08 ET C.E.O. System Expected To Double Capacity For Carson Institutional Alliance Partners. Orion Advisor Services, LLC To Serve As Backbone Of C.E.O. System.

Carson Institutional Alliance and Carson Wealth Management Group have selected Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting...


Nov 11, 2013, 09:08 ET Orion Advisor Services, LLC Releases New Discover App For Creating Customizable Online Client Questionnaires

Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider, announced the release of Discover, an interactive app that...


Sep 30, 2013, 09:08 ET Orion Advisor Services, LLC Achieves ISO 27001 Certification

Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider, recently completed an independent audit in accordance with...