• Wealth Access is a best-in-class personal financial management tool built for advisors and their high-net worth investors
• Orion Advisor Services, LLC is the nation’s largest privately-held portfolio accounting provider
• Combining the advanced data reporting from Orion and the personal financial management capabilities of Wealth Access, the integration provides 360° access to an investor’s financial life
Orion Advisor Services, LLC, (“Orion”) the premier portfolio accounting service provider for advisors, has announced its latest integration partner: Wealth Access, Inc., (“Wealth Access”) the industry’s leading independent provider of personal financial management tools to registered investment advisors and their high net worth clients.
