Orion to Help Mariner Wealth Advisors With Growth Initiatives

OMAHA, Neb., Dec. 6, 2011 /PRNewswire/ -- Orion Advisor Services, LLC, a comprehensive portfolio accounting service bureau, has added Mariner Wealth Advisors, an independent national wealth advisory firm, as a new client. The technology of the Orion system offers the customization, integration, and scale Mariner wants to further improve its client experiences and expand its growth initiatives.

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"By integrating performance reporting, billing, and trading functions onto a single platform, Orion provides Mariner with a robust system that further enhance the Mariner client experience," said Eric Clarke, President of Orion. "Among the services is the ability for Mariner to customize their client-facing reports as well as reporting capabilities that diagnose the attributes of every account to ensure client assets are aligned with their portfolio objectives."

Orion is an expert on helping advisors increase efficiencies with its back office solutions. By streamlining administrative tasks associated with new account set up, database maintenance, trading, reconciliation, and client statement production, Orion helps financial advisors manage day-to-day operational functions efficiently. "Orion will enable our wealth advisors to spend more time with clients and allow our management team to focus on expanding Mariner's national wealth management footprint," said Brian Leitner, Senior Vice President of Wealth Management, Mariner Wealth Advisors.

To request more information or to speak with Orion, please contact Dana Taormina at 973-850-7305 or [email protected].

About Orion Advisor Services, LLC

Orion Advisor Services, LLC, is the premier portfolio accounting service provider founded by and for investment advisors. Orion's mission is to liberate advisors from their back offices so they can enjoy the client relationship side of their business again. Process-driven solutions bring efficiencies to operational areas including new account set up, trading, reconciliation, fee billing, and client communications. Orion services feature the integration, scale, and customization advisors need to support business growth.

Founded over a decade ago, Orion was formed to address the technology needs of its sister company, a fee-only independent registered investment advisor whose growth was constrained by its existing portfolio management platform. Unable to find the right solution, Orion built its own. Today, the firm empowers 275+ advisors and administrates over $60 billion in assets for more than 400,000 accounts. For more information about Orion Advisor Services, LLC, visit www.orionadvisor.com.

About Mariner Wealth Advisors

Mariner Wealth Advisors is an independent, national wealth advisory firm that has earned a reputation for providing unbiased financial advice focused on meeting client needs. Mariner's steady growth has resulted in a national reputation as one of the top financial advisors in the industry.

Mariner's expert wealth advisory teams help clients achieve and maintain financial peace of mind  – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm's services include:

• Wealth transfer
• Risk management
• Philanthropy
• Investment advisory services
• Executive compensation planning
• Business succession planning
• Family office services

For more information about Mariner Wealth Advisors, visit www.marinerwealthadvisors.com.

SOURCE Orion Advisor Services, LLC