SOURCE: Orion Advisor Services, LLC

FiComm Partners

February 04, 2016 09:00 ET

Orion Advisor Services, LLC and Wealth Access, Inc. Announce Platform Integration to Deliver Industry Leading Client Portal

OMAHA, NE--(Marketwired - February 04, 2016) -

  • Deploying a best-in-breed methodology, Orion Advisor Services and Wealth Access are partnering to integrate their platforms
  • Wealth Access' aggregated, reporting level data and balance sheet views are now available through Orion via single sign-on capability
  • Orion's client portal will be enhanced to include a premium balance sheet view with advanced aggregation capabilities to supplement its existing data feeds

Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider for financial advisors, has announced the evolution of its integration with Wealth Access, Inc., a leading personal financial management platform. Together, Orion and Wealth Access are partnering to streamline the ability to integrate assets and liabilities within the Orion Client Portal and deliver a new aggregated balance sheet view.

"We are very excited to integrate with Wealth Access to deliver incredible balance sheet capabilities," said Eric Clarke, CEO of Orion. "By partnering with Wealth Access, we're helping clients better track their net worth, and we're helping advisors to provide superior holistic advice."

The powerful integration will feature clean design and an intuitive, new interface so advisors can quickly adopt and utilize the platform as a cost-effective solution for enhanced reporting on both desktop and mobile portals. Using the Wealth Access API, Orion will aggregate data from over 20,000 institutions to provide a compelling balance sheet view for advisors' high net-worth clients. Advisors will be able to see asset and liability types and balances, and as a percentage of their entire portfolio. The growth of total net worth over time will be an additional feature to give advisors and their clients a more complete financial picture.

"Wealth Access provides the most powerful aggregation tool I have seen in the market, and, coupled with the functions Orion brings, I'm able to scale my practice to efficiently and effectively operate with just one staff person and a virtual assistant," said Richard Archer, CEO and founder of Archer Investment Management.

From the very beginning, we designed the Wealth Access technology platform to be open architecture and have seamless integrations with complementary systems," said David Benskin, CEO of Wealth Access. "By partnering with Orion, we are delivering a best-in-breed solution that will enhance advisors' ability to work with their clients, while saving them valuable time and resources. It's truly a winning combination in the marketplace." 

Future integrations will include direct data feeds from Wealth Access to Orion via a separate API as well as automated delivery of Orion reports to Wealth Access.

The integration will be widely available for all current Orion clients in March 2016. To learn more, attend the informational webinar by registering here:

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About Orion

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our 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 grow their businesses over the long term. The firm's technology solutions empower more than 700 advisory firms with total assets under administration in excess of $225 billion, from more than 1,000,000 individual accounts.

For more information about Orion, visit and follow Orion on Twitter: @orionadvisor. 

About Wealth Access

Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients' lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms. For more information about Wealth Access, visit or follow Wealth Access on Twitter at @ASmarterLook.

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