Orion Advisor Services, LLC

Description

According to the Greek philosopher Heraclitus, “The only constant is change.” As a leader inthe RIA technology industry, Orion will always provide improvements, new development, and enhancements – in one word: change. While change is an inevitable part of our business, one thing that will never change is Orion’s dedication to helping our advisors enjoy their business again by providing the customization, scale, and integration necessary for you to be successful.

Chicago Clearing Corporation (CCC) is the securities class action settlement recovery specialist. Now entering its third decade, CCC is uniquely suited to address all of your clients’ class action needs. Since inception, the firm has recovered over $300 million for its clients—$120 million since 2009 alone. CCC has partnered with Orion Advisor Services to provide an easy and hassle-free way to retrieve the trade history CCC needs to file securities class action claims on behalf of your clients.

When we began discussing how to make our Client Portal better, we knew that enhancing its communication aspects had to become a central point of its reinvention. While putting financial information front and center in large, bold, colorful ways was a major development, the ability for you, the advisor, to use your Client Portal to foster better, easier touch points with your clients had to be a defining feature; we believe this has been accomplished, and we are excited to share the results with you.

To request a proposal for any or all Orion services, please complete this questionnaire. Note that, in order to provide services such as quarterly performance evaluation, trading, and advisory fee collection and billing, Orion must maintain and reconcile your database. While you can continue to collect data for your own use, Orion needs to maintain the data to perform these functions.

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