SOURCE: Orion Advisor Services, LLC

FiComm Partners

September 16, 2015 09:00 ET

Orion Advisor Services Announces 17 New Tech Integrations at Fuse 2015

OMAHA, NE--(Marketwired - September 16, 2015) -

  • Orion hosted 25 technology and financial services companies at its second annual Fuse Conference in Park City, Utah
  • Fuse is the financial services industry's first and only "coding-centric" event designed to create closer partnerships between the best software providers in the advisor software and fintech industry
  • Veteran advisors and industry thought-leaders served as judges for awards in 13 categories, ranging from best client experience, best automated workflow improvement, best in show, and more.

Orion Advisor Services, LLC, ("Orion") the premier portfolio accounting service provider for advisors, announced 17 new fintech integrations at Fuse 2015, the financial services industry's first and only "coding-centric" event. Held in Park City, Utah, the event is designed to create closer partnerships between the best software providers in the advisor software and fintech industry.

Participants from 25 technology and financial services companies joined for the three-day event to collaborate on building new technology that serves to benefit their advisors and staff -- representatives joined from all walks of fintech, including CRM providers, financial planning, trading systems and account aggregation. Advisors were not in attendance, but were able to take part in the collaboration by submitting their own ideas about what developments would be helpful for their firms, through the Fuse 2015 Wishlist.

"Fuse is the embodiment of what Orion was built on, and continues to strive for -- using innovation to address the evolving needs of advisors and impact their capabilities through technology," said Eric Clarke, President of Orion. "We are the most integrated technology company in the independent advisory channel, and by bringing the best of the fintech world together in one room, these integrations are given the brainpower to evolve and grow into even better versions of themselves."

Among the tech developments included a series of integration announcements, totaling 17 companies that have joined forces with Orion to enhance their advisor experience. The companies include, AdvisoryWorld, Blu Giant, Citrix, eMoney, Junxure, LaserApp, MyRIACompliance, NSRInvest, Prairie Smarts, Redtail Technology, Riskalyze, Salentica, Segacious, Inc., TRX, Vestorly, Wealth Access, Inc. and WealthSite.

Integration partners competed in the second annual Fuse Awards, spanning 13 categories and judged by veteran advisors and industry thought-leaders. Judges included, Billy Oliverio, JD Bruce, Michael Kitces, Bill Winterberg, Ryan Beach, Joel Bruckenstein and Steve Sanduski.

2015 Fuse Awards Winners:

Junxure - Best Automated Workflow Improvement

Riskalyze - Best End Client Experience

Citrix Sharefile - Most Convenient Client Improvement

NSR Invest - Most Promising Prototype

AdvisoryWorld - Best Use Of Orion's Aggregation Tools

RedTail - Best Use Of The Orion API

Sagacious - Best Thing Orion Should Have Done Years Ago

Cara Heacock (Blu Giant) - Hardest Working Minion

Matt West (cleverDome) & John Dayton (Vestorly) - Last Developers Standing

RedTail - Best Advisor Productivity

PrairieSmarts - Best UI Done Here At Fuse

Best In Show - TRX

Best In Show - RIAInABox

Fuse 2015 was sponsored by Wealth Access, Junxure, TRX, Blu Giant, and Redtail. For more information about the event, search #FuseUtah on Twitter, or visit www.orionadvisor.com/community.

For media inquiries or to learn more about the integrations, please contact Orion@FiCommPartners.com.

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 www.orionadvisor.com or follow Orion on Twitter at @orionadvisor.

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