Orion And Junxure Partner To Create Fully Integrated CRM/Portfolio Management Platform

Integration of Best-In-Breed Technology Solutions Enables Advisors to Harness Orion's Portfolio Accounting Suite Through Junxure Cloud™

News provided by

Orion Advisor Services, LLC

Jul 15, 2014, 09:10 ET

OMAHA, Neb., July 15, 2014 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service bureau, has been working with Junxure, an industry-leading client relationship management ("CRM") solutions provider for financial advisors, to deliver a fully integrated CRM user experience for the advisory community. To that end, Junxure Cloud^™, Junxure's new cloud CRM solution for advisors, offers direct access to the Orion Connect portfolio management application; this integration enables advisors to utilize the interaction capabilities of Junxure's CRM and the reporting power of Orion's portfolio management tools, all from the comfort of Junxure Cloud.

"Our partnership with Junxure is another step in our ongoing effort to make Orion Connect available to as many advisors as possible through advisors' CRM providers," said Eric Clarke, President and CEO of Orion. "By enabling advisors to seamlessly run our innovative portfolio accounting tools from their CRM systems, we provide an all-in-one solution that delivers the efficiencies advisors need to enjoy their businesses again while supporting long-term growth."

Junxure Cloud is a comprehensive, cloud-based CRM solution that advisors can harness to reduce their IT overhead and streamline their workflow. The platform offers a centralized location for important client financial and demographic information, and enables advisors to track tasks to help ensure that they have been communicated and completed. Junxure Cloud also offers customized correspondence, reporting and search tools, and reliably captures client financial data from Orion and other integration partners.

"With over 11,000 users of Junxure and many years of experience serving my colleagues, we're able to incorporate a broad set of feedback to create a truly unique and powerful cloud-based CRM and office management system," said Greg Friedman, CEO of Junxure. "We look forward to working with Orion to provide a complete client relationship and portfolio management platform."

The integration of Junxure Cloud and Orion Connect allows advisors to edit account information, run performance reports, rebalance accounts, calculate advisory fees and accomplish many other portfolio management tasks from within the Junxure Cloud platform. The Orion tools available from Orion Connect have the same look and feel as Junxure Cloud, simplifying the learning process. In addition, data received from Orion Connect can be easily integrated into Junxure's other products.

"As current Junxure users, we are excited about the direction that the company is taking with the release of Junxure Cloud," said Steven D. Kelly, Chairman and Chief Executive Officer of Rehmann, one of the largest CPA, business consulting and financial services firms in the Midwest. "We look forward to seeing how our firm's workflows and processes can be enhanced through the integration of Orion Connect with Junxure Cloud."

For more information about Orion or to speak with a company representative, please contact Jami Schlicher at 973-850-7309 or [email protected]. For additional information about Junxure, please contact Greg Friedman at 415-526-2900.

About Orion Advisor Services, LLC
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 investment advisors 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 400 advisory firms with total assets under administration in excess of $150 billion from more than 650,000 individual accounts.

For more information about Orion Advisor Services, LLC, visit www.orionadvisor.com or follow Orion at @orionadvisor.

About Junxure
Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP^®, a financial advisor who developed the initial Junxure software to help him streamline operations at his growing firm. Today, Junxure is an industry leader of advisor technology and practice management solutions with more than 11,000 active users and a client retention rate of 96%. Greg Friedman serves as both President of Junxure as well as President of Private Ocean, one of the West Coast's most innovative wealth management firms. The inspiration for Junxure consulting, training and software comes from Mr. Friedman's day-to-day experience running his practice and helping his clients achieve their personal financial goals. For more information, please visit www.junxure.com.

CONTACT:
Jami Schlicher
Jennifer Connelly Public Relations
973-850-7309
[email protected]

Logo - http://photos.prnewswire.com/prnh/20140107/NY40981LOGO

SOURCE Orion Advisor Services, LLC