Orion Advisor Services
Orion Advisor Services, LLC’s service bureau provides Registered Investment Advisors, Broker-Dealers and Third Party Investment Advisors the ability to outsource back-office duties. Orion offers a web-enabled database for the Investment Advisor, their solicitors and end clients to access over a secure Internet connection.
Orion has a cafeteria menu of services in which the Investment Advisor can choose to outsource. Features include database maintenance, performance reporting and advisory fee billing. Investment Advisors also benefit from Orion’s business continuity plan for disaster prevention and recovery as part of the services. Orion currently works with over 100 RIAs and service more than $10 billion in assets.
