SOURCE: Orion Advisor Services, LLC

FiComm Partners

June 15, 2016 09:00 ET

Orion Advisor Services Offers Direct Data Feed Feature to LPL Advisors

OMAHA, NE--(Marketwired - June 15, 2016) -

  • Data feed feature enables LPL advisors to generate automated client reports
  • Automates compliance function and protects client data through daily portfolio review feature

Orion Advisor Services, LLC ("Orion"), a premier portfolio accounting service provider for financial advisors, today announced the launch of a direct data feed available to LPL Financial advisors. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer*.

Orion's data feed feature automates the reporting process and saves advisors time and mindshare by pulling data from LPL via direct feed to create consolidated performance statements. The feature also supports the security of client data by eliminating the need for manual importation or exportation of files.

"Technology creates a competitive advantage when it transforms complexity into simplicity and efficiency," said Eric Clarke, CEO of Orion Advisor Services. "At Orion, we are thrilled to bring LPL advisors this time-saving integration to help them improve their client service with automated reporting. We are confident it will allow them to focus more on clients and less on data capture and reporting."

Orion is committed to continually integrating its platform with CRM, financial planning, and custodial systems most popular among advisors. This long-standing commitment to innovation through integration has solidified Orion's position in the market as the leading-edge service provider offering a full-suite of customizable portfolio accounting solutions.

Orion participates in LPL's Vendor Affinity Program, a program designed to help advisors reduce the complexity and cost of running their businesses by creating a pool of approved LPL vendors, who in turn offer their services to LPL advisors at discounted prices.

To learn more about Orion's portfolio accounting solutions and the list of integration options that allow advisors to customize the Orion platform to their unique needs, please visit

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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 825 advisory firms with total assets under administration in excess of $315 billion from more than 1,300,000 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 LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is a leader in the retail financial advice market and served $482 billion in advisory and brokerage assets as of April 30, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (*based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also service an estimated 45,000 retirement plans with an estimated $121 billion in retirement plan assets, as of March 31, 2016. LPL also supports more than 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit

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