SOURCE: Orion Advisor Services, LLC

FiComm Partners

February 16, 2016 09:00 ET

Orion Advisor Services Now Available in Schwab OpenView Gateway Platform; Develops Integration Through Orion Connect™

OMAHA, NE--(Marketwired - February 16, 2016) -

  • Orion joins other leading industry software providers to enable easier integration of Schwab customers' custody data
  • Orion has developed an integration to display Schwab custodial data via its Orion Connect™ platform
  • Advisors can view account balances, Schwab documents, asset positions and more with the Orion Connect™ integration

Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider for financial advisors, has announced it has been added as a participating provider in Schwab OpenView Gateway, the flexible, open-architecture platform that enables integration between Charles Schwab custody systems and participating technology providers. Advisors who custody with Schwab will now have access to easier integration of custody data with their CRM and other technologies using Orion's portfolio management and accounting services through Orion Connect™.

Schwab OpenView Gateway offers a client-centric approach to integration, with a flexible, open architecture framework that makes it ideal for advisors to use when choosing technology solution providers. This is in line with Orion's own advisor-facing world-view, which is as CEO Eric Clarke often says: "If you've met one advisor, you've met one advisor." As such, Orion has created the most 'integration-friendly' technology platform available in the independent advisory space. 

"The OpenView Gateway platform's initiative is designed to help make it easier for advisors to choose integrated technology solutions, which aligns exactly with our philosophy that each advisor is unique and, in turn, needs a personalized solution," said Clarke. "This integration is an acknowledgement of Orion's leadership in providing a dynamic solution that combines smart data with user-friendly reporting to support a framework that supports the industry's leading players."

The Orion integration in OpenView Gateway allows advisors to view their clients' Schwab account balances, documents, asset positions, account owner profiles, and transactions all in real-time within the Orion Connect™ platform. Advisors will now also receive alerts from Schwab through the Orion integration and be able to request money movement through the Orion platform.

"We are excited about the availability of the Orion Advisor Services portfolio management solution as part of the OpenView Gateway ecosystem," said Brian Shenson, Schwab Advisor Services vice president, advisor technology solutions. "Orion is a welcome addition to OpenView Gateway's growing suite of best-in-class providers that are helping advisors to optimize efficiencies and improve client experience in their firms."

Orion provides advisors with a variety of solutions that include customizable and branded reports, a mobile application unique for each firm, and an open-source client portal. Orion also offers complete client onboarding, trade order management, advisory fee billing, and a business intelligence platform delivered through its Insight and Trend apps, all as standard services.

The integration is available for all current Orion clients. To learn more about the Schwab OpenView Gateway platform and integration with Orion Connect™, attend the informational webinar by registering here

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

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