About Orion Advisor Services LLC

Orion enables RIAs to outsource time-consuming back-office tasks and refocus on building revenue. A comprehensive solution created by and for fee-based advisors, Orion's service bureau and portfolio management system is customizable for an RIA's business model and scalable to meet their growing needs. Orion handles tasks like daily database reconciliation, statement generation and delivery, and advisory fee billing, allowing firms to redirect efforts towards building relationships, and managing money. Orion's Internet-based system gives RIAs immediate access to client data and delivers powerful tools like customizable reporting, built-in CRM and document imaging, and integration with several financial planning applications.