SOURCE: AdvisoryWorld


September 09, 2015 10:00 ET

AdvisoryWorld to Unveil Latest Integrations at Orion Advisor Services' 2015 Fuse Conference for Financial Technology Developers

Announces Integrations With Orion Advisor Services and Intuit

LOS ANGELES, CA--(Marketwired - Sep 9, 2015) - AdvisoryWorld, the leading provider of investment analytics, portfolio modeling, and proposal generation technology for the financial services industry, today announced that they will be attending Orion Advisor Services' 2015 Fuse Conference for financial technology developers on September 10-13, 2015, in Park City, UT. AdvisoryWorld will unveil their latest integrations with Orion Advisor Services and Intuit at the conference, and will also defend their 2014 Fuse Award titles, "Best Use of Orion API" and "Best Research and Analytics Integration."

"Since launching our Advisor Proposal Generator application this past April, we have continued working to improve the prospecting process for financial advisors," said Michael Wilson, President and COO of AdvisoryWorld. "Our new integrations with Orion and Intuit have streamlined the proposal to new account opening process as well as the collection of prospective client data. We look forward to Orion's Fuse Conference every year and could not think of a better venue to unveil our latest integrations among like-minded, industry leading financial technology providers."

AdvisoryWorld will announce the integration of their Advisor Proposal Generator with Orion Advisor Services' New Account Center. This integration adds a straight-through-processing feature to the proposal process. AdvisoryWorld and Orion advisor clientele will now be able to create a proposal for a prospect and then seamlessly transfer the gathered data to Orion to open the new account.

The integration of AdvisoryWorld's Advisor Proposal Generator with Intuit will also be announced at the 2015 Fuse Conference. The Inutit integration will help to streamline an advisors' collection of prospective clients' data. If Intuit currently aggregates a prospect's financial data, the advisor can benefit from a seamless transfer of such account data from Intuit to the Advisor Proposal Generator application.

AdvisoryWorld's Advisor Proposal Generator enables users to showcase their brand with FINRA-reviewed reporting options including investment policy statements, goal and risk-based proposals, hypothetical illustrations, and security fact sheets. Key functions include the risk profile, recommended allocation, recommended and current portfolio side-by-side analysis, customized proposal, and now, straight-through-processing.

About AdvisoryWorld

AdvisoryWorld is the leading provider of investment analytics, portfolio modeling, and proposal generation technology for the financial services industry. Their technology tools are fully customizable and are delivered via off-the-shelf web applications, API, and Professional Services. Founded in 1987, AdvisoryWorld is headquartered in Los Angeles, CA, and currently services over 30,000 investment professionals nationwide. For more information, please visit

About Orion

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. The firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help them grow their businesses over the long term. The firm's technology solutions empower more than 625 advisory firms with total assets under administration in excess of $225 billion from more than 1,000,000 individual accounts. Orion is SSAE 16 Type II Audited and is the only ISO 27001 Certified portfolio accounting provider.

For more information about Orion, visit or follow Orion on Twitter at @orionadvisor.

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