Orion Awarded Technology Tools for Today's Bleeding Edge Firm Award
Portfolio accounting firm recognized as 2014's most innovative company with the best results
OMAHA, Neb., Dec. 18, 2014 /PRNewswire/ -- Technology Tools for Today (T3) has released its latest T3 Technology Awards, and has named Orion Advisor Services, LLC ("Orion") the recipient of the Bleeding Edge Firm Award. The Bleeding Edge Firm Award recognizes a company that not only thinks outside the box, but also produces impressive results.
"There are many excellent providers of technology and services to the financial industry, but few who are as willing to invest in new ideas," said Joel Bruckenstein, President, Technology Tools for Today. "This culture of experimentation and research often leads to excellent results that benefit Orion clients, and the industry as a whole."
The past year saw Orion announce a number of new products and enhancements, with some of those achievements extending beyond its core software offering. In September, Orion introduced the Fuse conference for financial services software developers, where leading firms that integrate with Orion were invited to come together and strengthen their collaboration with each other during a weekend of writing code.
Orion also introduced a number of new products to help its advisors create their own online advisory channel. Engage extends reporting beyond print to give advisors the ability to overlay client-specific information like performance and portfolio values on video commentary. Discover gives advisors a simple new account opening tool that can be launched from their website. In the second half of the year, brand-new versions of the Orion mobile app and Client Portal were released to Orion's advisors.
"We are flattered to receive T3's Bleeding Edge Firm Award. We work hard to build solutions that will propel our advisors to where they need to be; not just now, but years from now as they seek to remain competitive and deliver better services to their clients," said Eric Clarke, President and CEO of Orion.
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 500 advisory firms with total assets under administration in excess of $165 billion, from more than 780,000 individual accounts. For more information about Orion, visit www.orionadvisor.com or follow Orion at @orionadvisor.
0623-OAS-12/17/2014
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SOURCE Orion Advisor Services, LLC
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