AdvisoryWorld and Orion Advisor Services Announce Enhanced Integration

Partnership Brings Value-added Tools for Both Advisors and Their Clients

LOS ANGELES and OMAHA, Neb., Sept. 10, 2014 /PRNewswire-iReach/ -- AdvisoryWorld, a leader in portfolio analysis, investment planning and proposal-generation software, announced today that it has significantly enhanced its integration with Orion Advisor Services, LLC (Orion), a premier portfolio accounting bureau. In addition, AdvisoryWorld will participate in Orion's invitational hack-a-thon event in Park City, Utah this week.

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Through Orion's Report Builder, advisors now will have seamless access to all of AdvisoryWorld's reports and can utilize them in building their own customized reports for clients, including satisfying the specific needs or requests of individual clients.

"We frequently hear from advisors that they've got one or two clients who want far greater detail in their reports than others want to see," said Eric Clarke, President and CEO of Orion. "Advisors who can efficiently create individual reports are able to provide greater value to clients, which is the primary goal of technology solutions."

Orion's integration with AdvisoryWorld's API allows Orion users to display hypothetical performance, Monte Carlo simulation and more alongside of actual performance.


AdvisoryWorld has also worked closely with Orion to embed risk scoring, goal analysis and research within the new Orion open-source client portal. 

"While advisors can generate highly sophisticated, custom reports with Report Builder, the client portal feature enables them to offer their clients an interactive experience, with direct access to AdvisoryWorld content," said AdvisorWorld COO Michael Wilson. "It's empowering for the client and deepens the advisor-client relationship."


AdvisoryWorld is participating in Orion's upcoming Fuse 2014, which will bring together the best companies and developers from leading software providers in the financial services industry for one weekend to build innovative new solutions with a goal of making life better for advisors. "Fuse is a unique opportunity for brainstorming and implementing new ideas and we're excited to be able to host AdvisoryWorld and our other forward-thinking integration partners," said Orion's Clarke.

"We are excited to be a part of this invitational and look forward to contributing our expertise for the greater good," Wilson said. "It will be a celebrity gathering of sorts with some of the best tech brains in the business, including most notably Joel Bruckenstein and Bill Winterberg. The judging team consists of practice management experts and practicing advisors – which makes total sense. This event is highly motivating to AdvisoryWorld and other industry tech solutions providers. I can't wait to see the innovation that comes out of the Fuse 2014 event," Wilson said.


Founded in 1987 by Philip Wilson, AdvisoryWorld is a leading provider of asset allocation, multi-security modeling, optimization, hypotheticals, cash-flow analysis and security and portfolio analysis software to investment professionals including Registered Investment Advisors, Wealth Managers, Broker Dealers, TAMPs, Banks and Insurance Companies.

The senior officers of the company have nearly 60 years of collective experience in investments, financial services and technology. As a leader in the financial services industry, the company enhances its products several times a year based on industry trends and customer requests.

The company delivers its financial tools through software, remotely as web services and customized as professional services. The portfolio analysis software and investment analysis software and technology enable RIAs and other investment professionals to optimize portfolios using the efficient frontier as well as analyze risk metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation.

AdvisoryWorld has integration partnerships with a wide range of financial technology firms, including Orion Advisor, Albridge Wealth Reporting, Redtail, Salesforce, eMoney Advisor and MoneyGuidePro. Learn more at or follow AdvisoryWorld at @advisoryworld.


Orion Advisor Services, LLC is the premier portfolio accounting service provider for advisors. The firm has unique insights into the advisory profession because it was founded for investment advisors by investment advisors in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to grow their businesses over the long term. The firm's technology solutions empower more than 450 advisory firms with total assets under administration in excess of $162 billion from more than 745,000 individual accounts.

For more information about Orion Advisor Services, LLC, visit or follow Orion at @orionadvisor.

Media Contact: Leslie Swid, Impact Communications, 913-649-5009,

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SOURCE AdvisoryWorld



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