SOURCE: Orion Advisor Services

FiComm Partners

August 05, 2015 10:00 ET

Orion Advisor Services, LLC to Facilitate New Advisory Technology Advancements at 2nd Annual Fuse Conference

OMAHA, CA--(Marketwired - August 05, 2015) -

  • Fuse is the Financial Technology Industry's First and Only Conference Geared Solely Towards Developers and Creating New Technology Solutions for Advisors
  • Orion Advisor Services is the Nation's Largest Privately-Held Portfolio Accounting Provider

Orion Advisor Services, LLC, ("Orion") the premier portfolio accounting service provider for advisors, has announced it will host its second annual Fuse conference for financial technology developers. The event will again take place in Park City, Utah, from September 10th to 13th.

"If our mission is the empowerment of advisors via the delivery of cutting edge technology, well, you can't do that by standing still," said Eric Clarke, CEO and President of Orion. "Fuse is designed to deliver innovative concepts for advisor tech, to push the envelope - and we expect the event to grow to support more developers and to see an even greater benefit for independent advisors and the technology they use every day."

Developers from dozens of advisor technology firms assemble at Fuse to work together to create integrated solutions and move the industry as a whole forward. It is a living, breathing technology event, and with a focus on practical developments coming out of the weekend, advisors will again see immediate benefits following the conference.

Fuse 2014 award winners Riskalyze, AdvisoryWorld, Laser App, and Sagacious, Inc. will return to participate on creating new enhancements.

"After years of stagnant development, 2015 is clearly the year of Advisor FinTech," said Michael Kitces, publisher of the financial planning industry blog Nerd's Eye View. "Orion's efforts to create this Advisor FinTech 'Hackathon' have the potential to greatly accelerate the development of technology solutions for advisors. I'm thrilled to be participating as a judge this year, and can't wait to see what will come forth from the competition!"

Judges who will determine the best solutions developed include Ryan Beach, President of CLS Investments; J.D. Bruce, CPA, PFS, President of Abacus Wealth Partners; Joel Bruckenstein, Founder of Technology Tools for Today; Michael Kitces, Publisher of and Partner at Pinnacle Advisory Group; Billy Oliverio, Vice President of Investment Advisory Services at United Planners Financial Services; Steve Sanduski, Founder of Belay Advisor; and Bill Winterberg, CFP, Founder of Awards will be chosen based on the best contributions to the advisor community.

Journalists interested in attending and experiencing Fuse first-hand can contact:

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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