Orion Advisor Services provides portfolio accounting services to fiduciary investment advisors. By continuing, you are consenting to cookies being used. We use cookies to enhance your interactions on our websites. The Orion home experience surfaces the details that matter most to you—decided by you—so you can prioritize your day-to-day appropriately. Orion’s headquarters and engineering team are located in Omaha, Nebraska. New York, USA Twenty Over Ten is a digital marketing platform for the modern advisor. He has over fifteen years of experience working with and supporting investment advisors and their portfolio accounting needs. When our ancestors looked up at the sky and saw the constellation Orion, they described him as a powerful hunter. The team is divided up according to which applications they’re working on and communicate directly with product managers and service teams. Eric says that the goal is to bring all the data together, give advisors one common location for records, and offer client holding across different custodians. Building relationships with companies is what allowed Orion to expand its business. Schedule a demo to see how the all-new Orion home experience can increase your productivity, simplify your workflows, and help you crush your goals.

Assurant, Inc. (NYSE: AIZ) is a global provider of risk management solutions, protecting where consumers live and the goods they buy. Every year, they invite integration partners to build relationships and work on code development together. MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings. Eric and his team have been working hard to keep Orion on the cutting edge, and this strategy has proven effective—$750 billion in assets under management to date. From the website: “Eclipse provides an integrated and fully customizable trading and rebalancing platform for advisors in Orion Connect.” Other tools include automated asset allocation and tax loss harvesting. We pioneer possibilities to help our advisors grow and to evolve our business ahead of industry trends. We pioneer possibilities to help our advisors grow and to evolve our business ahead of industry trends. Schedule a demo to see how the all-new Orion home experience can increase your productivity, simplify your workflows, and help you crush your goals.
© 2015-2018 INSART SOFTWARE LLC & © 1993-2018 INSART Ltd. All Rights Reserved, Assurant: Next Generation Relationships Through Identity Theft Protection, When Financial Technology Partners With Compliance. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what’s possible to help our clients bring life to their vision for success. He has experience serving on several advisory boards including the TD Ameritrade Advisor Panel, the Rydex Financial Services Advisory Board, the Operating Committee of Your Silver Bullet, NorthStar Financial Services Group, and Constellation Trust Company.

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