Integrated Advisor Services Platform–OMAHA, NE–(Marketwired – February 04, 2016) –

  • Deploying a best-in-breed methodology, Orion Advisor Services and Wealth Access are partnering to integrate their platforms
  • Wealth Access’ aggregated, reporting level data and balance sheet views are now available through Orion via single sign-on capability
  • Orion’s client portal will be enhanced to include a premium balance sheet view with advanced aggregation capabilities to supplement its existing data feeds

 

Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider for financial advisors, has announced the evolution of its integration with Wealth Access, Inc., a leading personal financial management platform. Together, Orion and Wealth Access are partnering to streamline the ability to integrate assets and liabilities within the Orion Client Portal and deliver a new aggregated balance sheet view.

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