SOURCE: Orion Advisor Services, LLC

FiComm Partners

August 12, 2015 09:00 ET

Orion Advisor Services, LLC Integrates With Financial Planning Provider Advizr

OMAHA, NE--(Marketwired - August 12, 2015) -

  • Orion Advisor Services, LLC is the nation's largest privately-held portfolio accounting provider
  • Advizr is a goal-based financial planning application that is supported with sophisticated cash flows
  • Advizr has streamlined the planning process so that advisors, as well as clients, can create financial plans quickly

Orion Advisor Services, LLC, ("Orion") the premier portfolio accounting service provider for advisors, has announced an integration pairing its technology platform with Advizr, a provider of financial planning software.

The Advizr and Orion integration empowers financial advisors to provide a higher level of service to their clients. Orion's powerful account management and performance reporting software will feed directly into Advizr's streamlined financial planning application.

"We integrate with new partners who offer a clear benefit to our advisors and who are building tremendous technology that will move our industry forward," said Kyle Hiatt, Orion EVP of Business Development. "Advizr has created compelling software with the core ideal of offering a simple, easy to navigate user interface that lines up perfectly with our own technology initiatives."

Once advisors have enabled the integration, they will benefit from a plan that is already pre-populated with valuable data for bank, investment and loan accounts, allowing advisors to efficiently serve more clients.

"We are very excited to be working with Orion, a clear leader and innovator in the industry. We are always searching for partners that can help us build game changing solutions for advisors and their clients," said Hussain Zaidi, CEO and Co-Founder of Advizr. "The Advizr and Orion integration will create substantial value for advisors and their clients and we are excited to get this partnership going."

Advisors who want to learn more about the Orion and Advizr integration can attend a webinar event on August 13 at 1 PM CST.

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.

About Advizr:

Advizr, based in New York, NY, is dedicated to creating groundbreaking software that will expand consumer and advisor access to high-quality financial planning services in an accessible format. The powerful, intuitive, interactive financial planning solution empowers advisors to serve all their clients in a cost-effective way, regardless of their net worth. To learn more about Advizr, please visit

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